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 | $50,987 | $99,640-48.8% | $86,436-41.0% | $134,475-62.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -2.79% | 6782.58%-6785.4pp | 4394.89%-4397.7pp | 417.96%-420.8pp |
| Employer contribution / active EE | $319 | $4,400-92.7% | $3,769-91.5% | $4,740-93.3% |
| Participant deferral / active EE | $2,766 | $7,246-61.8% | $6,952-60.2% | $6,400-56.8% |
| Admin fee / account holder | $262 | $8,371-96.9% | $6,731-96.1% | $11,426-97.7% |