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 8-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 | $18,528 | $64,707-71.4% | $112,228-83.5% | $68,494-73.0% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -16.61% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,000 | $2,746+45.7% | $3,635+10.1% | $2,596+54.1% |
| Participant deferral / active EE | $305 | $3,565-91.4% | $4,728-93.5% | $4,027-92.4% |
| Admin fee / account holder | $182 | $5,232-96.5% | $6,410-97.2% | $5,403-96.6% |