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 | $57,445 | $167,484-65.7% | $151,611-62.1% | $134,475-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.30% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,401 | $6,829-79.5% | $6,166-77.3% | $4,740-70.5% |
| Participant deferral / active EE | $11,388 | $8,986+26.7% | $8,363+36.2% | $6,400+77.9% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |