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 6-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 | $67,486 | $167,484-59.7% | $151,611-55.5% | $134,475-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,127 | $6,829-83.5% | $6,166-81.7% | $4,740-76.2% |
| Participant deferral / active EE | $13,237 | $8,986+47.3% | $8,363+58.3% | $6,400+106.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |