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 6-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 | $12,913 | $117,690-89.0% | $71,735-82.0% | $134,475-90.4% |
| Participation rate | 71.4% | 68.8%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -20.34% | 25.44%-45.8pp | 9.14%-29.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,115 | $3,759+9.5% | $2,658+54.8% | $6,400-35.7% |
| Admin fee / account holder | $121 | $6,379-98.1% | $3,974-97.0% | $11,426-98.9% |