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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,921 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.63% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,027 | $5,619-81.7% | $4,951-79.3% | $4,740-78.3% |
| Participant deferral / active EE | $3,942 | $6,446-38.8% | $5,637-30.1% | $6,400-38.4% |
| Admin fee / account holder | $170 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |