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 | $13,962 | $42,383-67.1% | $76,523-81.8% | $64,186-78.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.62% | -16.54%+7.9pp | -0.27%-8.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,310 | $1,563-16.2% | $2,647-50.5% | $2,381-45.0% |
| Participant deferral / active EE | $745 | $2,566-71.0% | $3,835-80.6% | $3,470-78.5% |
| Admin fee / account holder | $123 | $3,198-96.2% | $4,848-97.5% | $4,888-97.5% |