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 | $121,947 | $133,958-9.0% | $112,228+8.7% | $134,475-9.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -5.42% | 47.11%-52.5pp | 27.45%-32.9pp | 417.96%-423.4pp |
| Employer contribution / active EE | $226 | $4,038-94.4% | $3,635-93.8% | $4,740-95.2% |
| Participant deferral / active EE | $2,500 | $5,291-52.7% | $4,728-47.1% | $6,400-60.9% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |