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 | $22,681 | $100,754-77.5% | $86,677-73.8% | $134,475-83.1% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.75% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $839 | $3,489-76.0% | $2,836-70.4% | $4,740-82.3% |
| Participant deferral / active EE | $1,101 | $5,338-79.4% | $4,656-76.3% | $6,400-82.8% |
| Admin fee / account holder | $62 | $10,926-99.4% | $7,493-99.2% | $11,426-99.5% |