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 | $53,449 | $78,694-32.1% | $67,652-21.0% | $125,391-57.4% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 0.05% | 9.46%-9.4pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,496 | $4,292-18.5% | $3,560-1.8% | $5,352-34.7% |
| Admin fee / account holder | -$50 | $7,403-100.7% | $4,821-101.0% | $9,540-100.5% |