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 | $44,724 | $73,867-39.5% | $143,757-68.9% | $68,494-34.7% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.6pp | 67.9%+8.8pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,642 | $3,184-48.4% | $4,951-66.8% | $2,596-36.7% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |