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 | $24,071 | $142,344-83.1% | $119,609-79.9% | $134,475-82.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.15% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $937 | $5,222-82.0% | $4,232-77.8% | $4,740-80.2% |
| Participant deferral / active EE | $9,583 | $6,469+48.1% | $5,602+71.1% | $6,400+49.7% |
| Admin fee / account holder | $122 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |