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 | $8,951 | $93,024-90.4% | $77,024-88.4% | $134,475-93.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -11.87% | 62.60%-74.5pp | 42.32%-54.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $554 | $3,418-83.8% | $2,812-80.3% | $4,740-88.3% |
| Participant deferral / active EE | $922 | $5,238-82.4% | $4,426-79.2% | $6,400-85.6% |
| Admin fee / account holder | $56 | $6,944-99.2% | $5,425-99.0% | $11,426-99.5% |