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 | $25,204 | $167,307-84.9% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -16.91% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $712 | $5,619-87.3% | $4,951-85.6% | $4,740-85.0% |
| Participant deferral / active EE | $2,231 | $6,446-65.4% | $5,637-60.4% | $6,400-65.1% |
| Admin fee / account holder | $81 | $18,088-99.6% | $14,673-99.4% | $11,426-99.3% |