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 | $15,816 | $133,958-88.2% | $112,228-85.9% | $134,475-88.2% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -18.63% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $527 | $4,038-87.0% | $3,635-85.5% | $4,740-88.9% |
| Participant deferral / active EE | $2,118 | $5,291-60.0% | $4,728-55.2% | $6,400-66.9% |
| Admin fee / account holder | $191 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |