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 | $30,888 | $93,024-66.8% | $77,024-59.9% | $134,475-77.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -20.31% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,259 | $5,238+76.8% | $4,426+109.2% | $6,400+44.7% |
| Admin fee / account holder | $59 | $6,944-99.2% | $5,425-98.9% | $11,426-99.5% |