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 | $26,788 | $49,280-45.6% | $67,313-60.2% | $64,186-58.3% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -3.84% | -1.39%-2.4pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $249 | $1,668-85.1% | $2,566-90.3% | $2,381-89.5% |
| Participant deferral / active EE | $1,572 | $2,484-36.7% | $3,568-55.9% | $3,470-54.7% |
| Admin fee / account holder | $35 | $3,863-99.1% | $4,507-99.2% | $4,888-99.3% |