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 | $42,960 | $99,640-56.9% | $86,436-50.3% | $134,475-68.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.90% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,647 | $7,246-22.1% | $6,952-18.8% | $6,400-11.8% |
| Admin fee / account holder | $251 | $8,371-97.0% | $6,731-96.3% | $11,426-97.8% |