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 6-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 | $12,727 | $67,214-81.1% | $61,491-79.3% | $134,475-90.5% |
| Participation rate | 94.7% | 83.7%+11.0pp | 79.3%+15.4pp | 81.2%+13.5pp |
| Annual return | -18.31% | -12.08%-6.2pp | -12.98%-5.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,343 | $4,974+27.5% | $4,246+49.4% | $4,740+33.8% |
| Participant deferral / active EE | $1,339 | $6,103-78.1% | $5,188-74.2% | $6,400-79.1% |
| Admin fee / account holder | $192 | $4,610-95.8% | $4,312-95.5% | $11,426-98.3% |