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 | $11,548 | $43,327-73.3% | $59,878-80.7% | $64,186-82.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.65% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $273 | $2,028-86.6% | $2,722-90.0% | $2,381-88.6% |
| Participant deferral / active EE | $1,152 | $2,546-54.7% | $3,402-66.1% | $3,470-66.8% |
| Admin fee / account holder | $261 | $3,005-91.3% | $3,590-92.7% | $4,888-94.7% |