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 | $53,519 | $100,754-46.9% | $86,677-38.3% | $134,475-60.2% |
| Participation rate | 73.9% | 78.9%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -13.96% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,825 | $5,338-28.3% | $4,656-17.8% | $6,400-40.2% |
| Admin fee / account holder | $245 | $10,926-97.8% | $7,493-96.7% | $11,426-97.9% |