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 | $17,610 | $42,894-58.9% | $60,874-71.1% | $68,494-74.3% |
| Participation rate | 82.1% | 66.8%+15.3pp | 73.1%+8.9pp | 67.9%+14.2pp |
| Annual return | -16.63% | -13.98%-2.6pp | 16.90%-33.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,540 | $2,867+23.5% | $3,817-7.2% | $4,027-12.1% |
| Admin fee / account holder | $71 | $3,101-97.7% | $3,224-97.8% | $5,403-98.7% |