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 | $83,625 | $167,307-50.0% | $143,757-41.8% | $134,475-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.01% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $977 | $5,619-82.6% | $4,951-80.3% | $4,740-79.4% |
| Participant deferral / active EE | $6,906 | $6,446+7.1% | $5,637+22.5% | $6,400+7.9% |
| Admin fee / account holder | $67 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |