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 | $42,616 | $97,757-56.4% | $83,848-49.2% | $135,375-68.5% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -6.47% | 1287.37%-1293.8pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,087 | $4,682+8.6% | $4,082+24.6% | $5,609-9.3% |
| Admin fee / account holder | $194 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |