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 | $44,975 | $152,651-70.5% | $105,218-57.3% | $125,391-64.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.59% | 8.24%-9.8pp | 5.33%-6.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,536 | $6,660-31.9% | $4,867-6.8% | $5,352-15.2% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,540-100.0% |