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 9-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 | $19,348 | $54,350-64.4% | $82,719-76.6% | $68,494-71.8% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -18.85% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,388 | $3,246+4.4% | $4,395-22.9% | $4,027-15.9% |
| Admin fee / account holder | $268 | $4,395-93.9% | $5,329-95.0% | $5,403-95.0% |