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 | $23,847 | $167,307-85.7% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -14.60% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,466 | $5,619-73.9% | $4,951-70.4% | $4,740-69.1% |
| Participant deferral / active EE | $1,916 | $6,446-70.3% | $5,637-66.0% | $6,400-70.1% |
| Admin fee / account holder | $110 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |