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 8-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 | $50,059 | $167,484-70.1% | $151,611-67.0% | $134,475-62.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -20.00% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,625 | $8,986+73.9% | $8,363+86.8% | $6,400+144.1% |
| Admin fee / account holder | $81 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |