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 | $17,513 | $93,024-81.2% | $77,024-77.3% | $134,475-87.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -13.27% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $553 | $3,418-83.8% | $2,812-80.3% | $4,740-88.3% |
| Participant deferral / active EE | $553 | $5,238-89.4% | $4,426-87.5% | $6,400-91.4% |
| Admin fee / account holder | $189 | $6,944-97.3% | $5,425-96.5% | $11,426-98.3% |