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 | $57,672 | $160,055-64.0% | $140,016-58.8% | $135,375-57.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.61% | 911.38%-920.0pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,242 | $6,420-80.7% | $5,606-77.8% | $4,779-74.0% |
| Participant deferral / active EE | $6,121 | $7,642-19.9% | $6,927-11.6% | $5,609+9.1% |
| Admin fee / account holder | $117 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |