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 | $213,793 | $167,307+27.8% | $143,757+48.7% | $134,475+59.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.37% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,144 | $5,619-79.6% | $4,951-76.9% | $4,740-75.9% |
| Participant deferral / active EE | $7,146 | $6,446+10.9% | $5,637+26.8% | $6,400+11.7% |
| Admin fee / account holder | $106 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |