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 | $12,551 | $133,958-90.6% | $112,228-88.8% | $134,475-90.7% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -20.05% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $88 | $4,038-97.8% | $3,635-97.6% | $4,740-98.1% |
| Participant deferral / active EE | $2,329 | $5,291-56.0% | $4,728-50.7% | $6,400-63.6% |
| Admin fee / account holder | $271 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |