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 | $33,554 | $131,829-74.5% | $108,579-69.1% | $273,961-87.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.67% | -91.57%+94.2pp | -51.70%+54.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $720 | $4,912-85.3% | $3,758-80.8% | $4,869-85.2% |
| Participant deferral / active EE | $1,506 | $5,127-70.6% | $4,311-65.1% | $5,287-71.5% |
| Admin fee / account holder | $237 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |