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 | $52,614 | $133,958-60.7% | $112,228-53.1% | $134,475-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.66% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $767 | $4,038-81.0% | $3,635-78.9% | $4,740-83.8% |
| Participant deferral / active EE | $7,862 | $5,291+48.6% | $4,728+66.3% | $6,400+22.9% |
| Admin fee / account holder | $101 | $7,489-98.7% | $6,410-98.4% | $11,426-99.1% |