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 | $62,920 | $105,860-40.6% | $90,749-30.7% | $134,475-53.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -16.25% | -11.01%-5.2pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $425 | $3,462-87.7% | $2,921-85.5% | $4,740-91.0% |
| Participant deferral / active EE | $3,081 | $5,216-40.9% | $4,564-32.5% | $6,400-51.9% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |