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 | $13,935 | $92,703-85.0% | $82,719-83.2% | $134,475-89.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.63% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,763 | $4,802-63.3% | $4,395-59.9% | $6,400-72.5% |
| Admin fee / account holder | $253 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |