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 | $30,843 | $142,344-78.3% | $119,609-74.2% | $134,475-77.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -13.78% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,139 | $5,222-78.2% | $4,232-73.1% | $4,740-76.0% |
| Participant deferral / active EE | $1,784 | $6,469-72.4% | $5,602-68.2% | $6,400-72.1% |
| Admin fee / account holder | $164 | $13,584-98.8% | $10,323-98.4% | $11,426-98.6% |