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 | $77,591 | $167,307-53.6% | $143,757-46.0% | $134,475-42.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.62% | 0.46%-7.1pp | -0.04%-6.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,200 | $6,446+11.7% | $5,637+27.7% | $6,400+12.5% |
| Admin fee / account holder | $254 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |