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 | $42,612 | $167,484-74.6% | $151,611-71.9% | $134,475-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.53% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,397 | $6,829-79.5% | $6,166-77.3% | $4,740-70.5% |
| Participant deferral / active EE | $6,515 | $8,986-27.5% | $8,363-22.1% | $6,400+1.8% |
| Admin fee / account holder | $281 | $13,783-98.0% | $11,616-97.6% | $11,426-97.5% |