See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,589 | $142,344+22.7% | $119,609+46.0% | $134,475+29.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 6.54% | -12.44%+19.0pp | -14.97%+21.5pp | 417.96%-411.4pp |
| Employer contribution / active EE | $7,936 | $5,222+52.0% | $4,232+87.5% | $4,740+67.4% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $224 | $13,584-98.4% | $10,323-97.8% | $11,426-98.0% |