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 | $37,673 | $105,860-64.4% | $90,749-58.5% | $134,475-72.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.57% | -11.01%-0.6pp | -12.16%+0.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,297 | $5,216-36.8% | $4,564-27.8% | $6,400-48.5% |
| Admin fee / account holder | $297 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |