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 8-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 | $15,216 | $27,641-45.0% | $61,373-75.2% | $68,494-77.8% |
| Participation rate | 88.6% | 39.5%+49.1pp | 52.6%+36.0pp | 67.9%+20.7pp |
| Annual return | 2.45% | -13.24%+15.7pp | 338.61%-336.2pp | -7.84%+10.3pp |
| Employer contribution / active EE | $2,954 | $695+324.7% | $1,159+154.8% | $2,596+13.8% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $137 | $2,010-93.2% | $2,130-93.6% | $5,403-97.5% |