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 | $28,199 | $127,100-77.8% | $105,738-73.3% | $135,375-79.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.10% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,302 | $4,107-68.3% | $3,268-60.2% | $4,779-72.8% |
| Participant deferral / active EE | $1,287 | $5,064-74.6% | $4,080-68.5% | $5,609-77.1% |
| Admin fee / account holder | $88 | $9,087-99.0% | $6,913-98.7% | $10,827-99.2% |