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 5-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 | $80,113 | $155,788-48.6% | $124,672-35.7% | $167,490-52.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $184 | $4,163-95.6% | $3,324-94.5% | $4,837-96.2% |
| Participant deferral / active EE | $6,114 | $5,673+7.8% | $4,614+32.5% | $6,341-3.6% |
| Admin fee / account holder | $196 | $9,531-97.9% | $7,493-97.4% | $12,309-98.4% |