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 | $18,668 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -13.38% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,829 | $5,619-67.4% | $4,951-63.1% | $4,740-61.4% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $82 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |