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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,441 | $107,791-82.9% | $90,645-79.7% | $135,375-86.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.73% | -0.90%-0.8pp | 1.88%-3.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2 | $3,018-99.9% | $2,532-99.9% | $4,779-100.0% |
| Participant deferral / active EE | $3,617 | $3,872-6.6% | $3,425+5.6% | $5,609-35.5% |
| Admin fee / account holder | $152 | $5,930-97.4% | $4,994-97.0% | $10,827-98.6% |