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 6-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 | $9,856 | $99,919-90.1% | - | $158,922-93.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 11.81% | 35.31%-23.5pp | - | 302.83%-291.0pp |
| Employer contribution / active EE | $235 | $3,686-93.6% | - | $4,761-95.1% |
| Participant deferral / active EE | $1,050 | $4,771-78.0% | - | $5,982-82.4% |
| Admin fee / account holder | $38 | $2,820-98.7% | - | $11,246-99.7% |