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 | $40,099 | $167,484-76.1% | $151,611-73.6% | $134,475-70.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.11% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,477 | $8,986+16.6% | $8,363+25.3% | $6,400+63.7% |
| Admin fee / account holder | $143 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |