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 | $33,898 | $127,386-73.4% | $115,037-70.5% | $125,391-73.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $645 | $5,166-87.5% | $4,608-86.0% | $4,866-86.7% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $83 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |