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 | $72,463 | $167,307-56.7% | $143,757-49.6% | $134,475-46.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -10.57% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $964 | $5,619-82.8% | $4,951-80.5% | $4,740-79.7% |
| Participant deferral / active EE | $3,894 | $6,446-39.6% | $5,637-30.9% | $6,400-39.2% |
| Admin fee / account holder | $233 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |