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 | $46,874 | $82,664-43.3% | $125,339-62.6% | $68,494-31.6% |
| Participation rate | 73.5% | 75.0%-1.5pp | 82.4%-8.8pp | 67.9%+5.6pp |
| Annual return | -16.27% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $451 | $3,381-86.7% | $4,814-90.6% | $2,596-82.6% |
| Participant deferral / active EE | $4,071 | $6,110-33.4% | $7,446-45.3% | $4,027+1.1% |
| Admin fee / account holder | $236 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |