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 | $32,206 | $142,344-77.4% | $119,609-73.1% | $134,475-76.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,121 | $6,469-20.8% | $5,602-8.6% | $6,400-20.0% |
| Admin fee / account holder | $193 | $13,584-98.6% | $10,323-98.1% | $11,426-98.3% |