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 9-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 | $19,246 | $167,307-88.5% | $143,757-86.6% | $134,475-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.83% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $592 | $5,619-89.5% | $4,951-88.0% | $4,740-87.5% |
| Participant deferral / active EE | $7,472 | $6,446+15.9% | $5,637+32.6% | $6,400+16.8% |
| Admin fee / account holder | $87 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |