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 | $41,730 | $92,222-54.8% | $76,768-45.6% | $135,375-69.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.33% | 5.46%-6.8pp | 2.43%-3.8pp | 519.73%-521.1pp |
| Employer contribution / active EE | $281 | $3,216-91.3% | $2,485-88.7% | $4,779-94.1% |
| Participant deferral / active EE | $1,636 | $4,509-63.7% | $3,852-57.5% | $5,609-70.8% |
| Admin fee / account holder | $51 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |