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 | $22,486 | $42,894-47.6% | $60,874-63.1% | $68,494-67.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -10.88% | -13.98%+3.1pp | 16.90%-27.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,319 | $1,978-33.3% | $2,701-51.2% | $2,596-49.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $279 | $3,101-91.0% | $3,224-91.3% | $5,403-94.8% |