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 9-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 | $20,026 | $133,958-85.1% | $112,228-82.2% | $134,475-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.32% | 47.11%-60.4pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,646 | $4,038-59.2% | $3,635-54.7% | $4,740-65.3% |
| Participant deferral / active EE | $615 | $5,291-88.4% | $4,728-87.0% | $6,400-90.4% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |