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 7-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 | $37,095 | $138,044-73.1% | $125,339-70.4% | $134,475-72.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.73% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $142 | $5,243-97.3% | $4,814-97.1% | $4,740-97.0% |
| Participant deferral / active EE | $14,004 | $7,799+79.6% | $7,446+88.1% | $6,400+118.8% |
| Admin fee / account holder | $280 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |