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 | $82,343 | $167,484-50.8% | $151,611-45.7% | $134,475-38.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -20.60% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $940 | $6,829-86.2% | $6,166-84.7% | $4,740-80.2% |
| Participant deferral / active EE | $5,416 | $8,986-39.7% | $8,363-35.2% | $6,400-15.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |