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 9-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 | $10,684 | $92,703-88.5% | $82,719-87.1% | $134,475-92.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.93% | 944.92%-944.0pp | 701.18%-700.2pp | 417.96%-417.0pp |
| Employer contribution / active EE | $201 | $3,274-93.9% | $3,009-93.3% | $4,740-95.8% |
| Participant deferral / active EE | $1,433 | $4,802-70.2% | $4,395-67.4% | $6,400-77.6% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |