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 10-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 | $23,844 | $138,065-82.7% | $123,544-80.7% | $135,375-82.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.09% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $200 | $5,151-96.1% | $4,628-95.7% | $4,779-95.8% |
| Participant deferral / active EE | $2,450 | $6,799-64.0% | $6,426-61.9% | $5,609-56.3% |
| Admin fee / account holder | $141 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |