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 | $81,667 | $91,911-11.1% | $68,793+18.7% | $135,375-39.7% |
| Participation rate | 72.7% | 76.7%-4.0pp | 72.2%+0.5pp | 82.6%-9.9pp |
| Annual return | -7.67% | -8.22%+0.5pp | -4.63%-3.0pp | 519.73%-527.4pp |
| Employer contribution / active EE | $162 | $3,924-95.9% | $2,625-93.8% | $4,779-96.6% |
| Participant deferral / active EE | $2,236 | $4,315-48.2% | $3,311-32.5% | $5,609-60.1% |
| Admin fee / account holder | $65 | $9,240-99.3% | $5,131-98.7% | $10,827-99.4% |