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 | $55,728 | $99,640-44.1% | $86,436-35.5% | $134,475-58.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.99% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,020 | $7,246-58.3% | $6,952-56.6% | $6,400-52.8% |
| Admin fee / account holder | $20 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |