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 8-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 | $10,729 | $73,867-85.5% | $143,757-92.5% | $68,494-84.3% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -14.30% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,845 | $3,384+72.7% | $5,637+3.7% | $4,027+45.1% |
| Admin fee / account holder | $298 | $5,755-94.8% | $14,673-98.0% | $5,403-94.5% |