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 | $105,748 | $142,344-25.7% | $119,609-11.6% | $134,475-21.4% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.86% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $980 | $5,222-81.2% | $4,232-76.8% | $4,740-79.3% |
| Participant deferral / active EE | $5,686 | $6,469-12.1% | $5,602+1.5% | $6,400-11.2% |
| Admin fee / account holder | $98 | $13,584-99.3% | $10,323-99.1% | $11,426-99.1% |