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 | $79,537 | $167,307-52.5% | $143,757-44.7% | $134,475-40.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -14.19% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $254 | $5,619-95.5% | $4,951-94.9% | $4,740-94.6% |
| Participant deferral / active EE | $4,701 | $6,446-27.1% | $5,637-16.6% | $6,400-26.5% |
| Admin fee / account holder | -$23 | $18,088-100.1% | $14,673-100.2% | $11,426-100.2% |