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 8-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 | $21,641 | $92,703-76.7% | $82,719-73.8% | $134,475-83.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.78% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $195 | $3,274-94.0% | $3,009-93.5% | $4,740-95.9% |
| Participant deferral / active EE | $1,800 | $4,802-62.5% | $4,395-59.1% | $6,400-71.9% |
| Admin fee / account holder | $237 | $5,983-96.0% | $5,329-95.6% | $11,426-97.9% |