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 | $13,547 | $32,117-57.8% | $71,086-80.9% | $64,186-78.9% |
| Participation rate | 85.7% | 42.7%+43.0pp | 54.7%+31.1pp | 69.6%+16.1pp |
| Annual return | -7.71% | -5.57%-2.1pp | 650.59%-658.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,194 | $1,263-5.4% | $1,874-36.3% | $3,470-65.6% |
| Admin fee / account holder | $68 | $2,759-97.5% | $3,082-97.8% | $4,888-98.6% |