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 | $49,706 | $97,044-48.8% | $83,333-40.4% | $135,375-63.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -9.52% | 12.31%-21.8pp | 10.63%-20.2pp | 519.73%-529.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,661 | $5,964+78.7% | $5,565+91.6% | $5,609+90.1% |
| Admin fee / account holder | $103 | $8,380-98.8% | $7,510-98.6% | $10,827-99.0% |