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 | $121,208 | $142,344-14.8% | $119,609+1.3% | $134,475-9.9% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -15.19% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,182 | $6,469-50.8% | $5,602-43.2% | $6,400-50.3% |
| Admin fee / account holder | $5 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |