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 | $19,846 | $64,707-69.3% | $112,228-82.3% | $68,494-71.0% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $295 | $2,746-89.3% | $3,635-91.9% | $2,596-88.6% |
| Participant deferral / active EE | $1,602 | $3,565-55.1% | $4,728-66.1% | $4,027-60.2% |
| Admin fee / account holder | $247 | $5,232-95.3% | $6,410-96.1% | $5,403-95.4% |