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 | $31,685 | $107,334-70.5% | $92,893-65.9% | $152,861-79.3% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $412 | $4,221-90.2% | $3,653-88.7% | $4,762-91.3% |
| Participant deferral / active EE | $2,281 | $4,845-52.9% | $4,236-46.1% | $5,850-61.0% |
| Admin fee / account holder | $73 | $7,079-99.0% | $5,794-98.7% | $11,596-99.4% |