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 | $45,230 | $95,193-52.5% | $76,523-40.9% | $135,375-66.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -7.55% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | -$170 | $3,302-105.1% | $2,647-106.4% | $4,779-103.5% |
| Participant deferral / active EE | $2,805 | $4,639-39.5% | $3,835-26.9% | $5,609-50.0% |
| Admin fee / account holder | $141 | $6,249-97.7% | $4,848-97.1% | $10,827-98.7% |