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 9-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 | $95,790 | $64,707+48.0% | $112,228-14.6% | $68,494+39.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.24% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $121 | $2,746-95.6% | $3,635-96.7% | $2,596-95.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $24 | $5,232-99.5% | $6,410-99.6% | $5,403-99.6% |