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 | $28,334 | $92,703-69.4% | $82,719-65.7% | $134,475-78.9% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -17.32% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $290 | $3,274-91.1% | $3,009-90.4% | $4,740-93.9% |
| Participant deferral / active EE | $2,367 | $4,802-50.7% | $4,395-46.1% | $6,400-63.0% |
| Admin fee / account holder | $168 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |