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 | $47,415 | $133,958-64.6% | $112,228-57.8% | $134,475-64.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -12.58% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $410 | $4,038-89.8% | $3,635-88.7% | $4,740-91.3% |
| Participant deferral / active EE | $1,765 | $5,291-66.6% | $4,728-62.7% | $6,400-72.4% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |