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 | $25,152 | $81,900-69.3% | $119,609-79.0% | $68,494-63.3% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -13.76% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $803 | $2,693-70.2% | $4,232-81.0% | $2,596-69.1% |
| Participant deferral / active EE | $1,741 | $4,148-58.0% | $5,602-68.9% | $4,027-56.8% |
| Admin fee / account holder | $135 | $6,582-97.9% | $10,323-98.7% | $5,403-97.5% |