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 | $55,290 | $133,958-58.7% | $112,228-50.7% | $134,475-58.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.44% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $699 | $4,038-82.7% | $3,635-80.8% | $4,740-85.3% |
| Participant deferral / active EE | $7,688 | $5,291+45.3% | $4,728+62.6% | $6,400+20.1% |
| Admin fee / account holder | $120 | $7,489-98.4% | $6,410-98.1% | $11,426-99.0% |