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 | $19,952 | $85,790-76.7% | $67,313-70.4% | $135,375-85.3% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.37% | -0.54%-6.8pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $179 | $3,487-94.9% | $2,566-93.0% | $4,779-96.3% |
| Participant deferral / active EE | $1,267 | $4,651-72.8% | $3,568-64.5% | $5,609-77.4% |
| Admin fee / account holder | $93 | $6,392-98.5% | $4,507-97.9% | $10,827-99.1% |