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 7-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 | $14,037 | $82,286-82.9% | $68,791-79.6% | $134,475-89.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -20.14% | -2.19%-17.9pp | -6.38%-13.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $123 | $3,301-96.3% | $2,655-95.4% | $4,740-97.4% |
| Participant deferral / active EE | $2,248 | $4,739-52.6% | $3,941-43.0% | $6,400-64.9% |
| Admin fee / account holder | $287 | $6,481-95.6% | $4,932-94.2% | $11,426-97.5% |