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 | $86,367 | $93,024-7.2% | $77,024+12.1% | $134,475-35.8% |
| Participation rate | 82.4% | 74.5%+7.9pp | 67.9%+14.4pp | 81.2%+1.1pp |
| Annual return | -21.23% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $324 | $3,418-90.5% | $2,812-88.5% | $4,740-93.2% |
| Participant deferral / active EE | $12,752 | $5,238+143.5% | $4,426+188.1% | $6,400+99.3% |
| Admin fee / account holder | $2 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |