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 10-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 | $38,164 | $197,825-80.7% | $155,790-75.5% | $125,391-69.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.12% | 86.74%-88.9pp | 71.54%-73.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $234 | $4,847-95.2% | $3,836-93.9% | $4,866-95.2% |
| Participant deferral / active EE | $1,751 | $5,630-68.9% | $4,797-63.5% | $5,352-67.3% |
| Admin fee / account holder | $189 | $9,545-98.0% | $7,478-97.5% | $9,540-98.0% |