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 | $7,424 | $117,690-93.7% | $71,735-89.7% | $134,475-94.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -21.07% | 25.44%-46.5pp | 9.14%-30.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,890 | $3,759+30.1% | $2,658+84.0% | $6,400-23.6% |
| Admin fee / account holder | $53 | $6,379-99.2% | $3,974-98.7% | $11,426-99.5% |