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 | $56,145 | $91,911-38.9% | $68,793-18.4% | $135,375-58.5% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | 32.53% | -8.22%+40.8pp | -4.63%+37.2pp | 519.73%-487.2pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,696 | $4,315+147.9% | $3,311+223.0% | $5,609+90.7% |
| Admin fee / account holder | $218 | $9,240-97.6% | $5,131-95.7% | $10,827-98.0% |