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 | $20,054 | $100,754-80.1% | $86,677-76.9% | $134,475-85.1% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -20.05% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $681 | $3,489-80.5% | $2,836-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $2,726 | $5,338-48.9% | $4,656-41.5% | $6,400-57.4% |
| Admin fee / account holder | $39 | $10,926-99.6% | $7,493-99.5% | $11,426-99.7% |