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 | $36,032 | $129,942-72.3% | $104,294-65.5% | $134,475-73.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -13.19% | 42.03%-55.2pp | 24.61%-37.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $879 | $4,184-79.0% | $3,372-73.9% | $4,740-81.5% |
| Participant deferral / active EE | $968 | $5,588-82.7% | $4,625-79.1% | $6,400-84.9% |
| Admin fee / account holder | $29 | $9,323-99.7% | $7,339-99.6% | $11,426-99.7% |