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 4-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 | $41,391 | $82,664-49.9% | $125,339-67.0% | $68,494-39.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $378 | $3,381-88.8% | $4,814-92.1% | $2,596-85.4% |
| Participant deferral / active EE | $3,151 | $6,110-48.4% | $7,446-57.7% | $4,027-21.7% |
| Admin fee / account holder | $277 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |