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 | $31,352 | $211,958-85.2% | $169,463-81.5% | $135,375-76.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.92% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $183 | $5,120-96.4% | $4,159-95.6% | $4,779-96.2% |
| Participant deferral / active EE | $2,399 | $6,075-60.5% | $5,277-54.5% | $5,609-57.2% |
| Admin fee / account holder | $101 | $11,471-99.1% | $9,109-98.9% | $10,827-99.1% |