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 4-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 | $15,869 | $64,839-75.5% | $95,585-83.4% | $84,808-81.3% |
| Participation rate | 96.8% | 63.8%+33.0pp | 72.1%+24.7pp | 68.3%+28.5pp |
| Annual return | 20.24% | -670.96%+691.2pp | 38.56%-18.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $777 | $1,759-55.8% | $2,527-69.3% | $2,631-70.5% |
| Participant deferral / active EE | $596 | $2,965-79.9% | $4,023-85.2% | $4,212-85.9% |
| Admin fee / account holder | $110 | $5,964-98.2% | $6,127-98.2% | $7,344-98.5% |