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 | $41,906 | $167,307-75.0% | $143,757-70.8% | $134,475-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,096 | $5,619-80.5% | $4,951-77.9% | $4,740-76.9% |
| Participant deferral / active EE | $5,695 | $6,446-11.7% | $5,637+1.0% | $6,400-11.0% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |