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 | $19,452 | $83,908-76.8% | $68,509-71.6% | $125,391-84.5% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | -1.74% | 14.48%-16.2pp | 8.27%-10.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $68 | $3,031-97.7% | $2,278-97.0% | $4,866-98.6% |
| Participant deferral / active EE | $3,771 | $4,125-8.6% | $3,382+11.5% | $5,352-29.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |