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 9-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 | $19,794 | $142,344-86.1% | $119,609-83.5% | $134,475-85.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.18% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $976 | $5,222-81.3% | $4,232-76.9% | $4,740-79.4% |
| Participant deferral / active EE | $3,070 | $6,469-52.5% | $5,602-45.2% | $6,400-52.0% |
| Admin fee / account holder | $82 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |