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 | $8,757 | $35,183-75.1% | $73,545-88.1% | $70,131-87.5% |
| Participation rate | 77.0% | 42.9%+34.1pp | 54.9%+22.1pp | 69.5%+7.5pp |
| Annual return | 13.56% | 26.90%-13.3pp | -15.16%+28.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $338 | $709-52.3% | $1,219-72.3% | $2,342-85.6% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $165 | $2,302-92.8% | $2,320-92.9% | $4,645-96.4% |