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 | $49,887 | $59,805-16.6% | $79,550-37.3% | $68,494-27.2% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -16.21% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $625 | $1,505-58.5% | $2,413-74.1% | $2,596-75.9% |
| Participant deferral / active EE | $882 | $3,024-70.8% | $3,985-77.9% | $4,027-78.1% |
| Admin fee / account holder | $184 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |