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 | $58,435 | $100,754-42.0% | $86,677-32.6% | $134,475-56.5% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.26% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $444 | $3,489-87.3% | $2,836-84.4% | $4,740-90.6% |
| Participant deferral / active EE | $2,395 | $5,338-55.1% | $4,656-48.6% | $6,400-62.6% |
| Admin fee / account holder | $51 | $10,926-99.5% | $7,493-99.3% | $11,426-99.6% |