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 | $41,687 | $92,222-54.8% | $76,768-45.7% | $135,375-69.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.57% | 5.46%-8.0pp | 2.43%-5.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $350 | $3,216-89.1% | $2,485-85.9% | $4,779-92.7% |
| Participant deferral / active EE | $1,398 | $4,509-69.0% | $3,852-63.7% | $5,609-75.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |