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 5-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 | $18,040 | $53,162-66.1% | $91,220-80.2% | $68,494-73.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 73.2%+10.1pp | 67.9%+15.4pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $354 | $1,709-79.3% | $2,850-87.6% | $2,596-86.3% |
| Participant deferral / active EE | $492 | $2,974-83.4% | $4,234-88.4% | $4,027-87.8% |
| Admin fee / account holder | $33 | $4,493-99.3% | $5,420-99.4% | $5,403-99.4% |