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 | $28,989 | $129,942-77.7% | $104,294-72.2% | $134,475-78.4% |
| Participation rate | 81.3% | 79.5%+1.7pp | 73.3%+8.0pp | 81.2%0pp |
| Annual return | -6.09% | 42.03%-48.1pp | 24.61%-30.7pp | 417.96%-424.1pp |
| Employer contribution / active EE | $876 | $4,184-79.1% | $3,372-74.0% | $4,740-81.5% |
| Participant deferral / active EE | $403 | $5,588-92.8% | $4,625-91.3% | $6,400-93.7% |
| Admin fee / account holder | $98 | $9,323-98.9% | $7,339-98.7% | $11,426-99.1% |