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 | $54,388 | $138,044-60.6% | $125,339-56.6% | $134,475-59.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.71% | 750.33%-763.0pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $273 | $5,243-94.8% | $4,814-94.3% | $4,740-94.2% |
| Participant deferral / active EE | $2,557 | $7,799-67.2% | $7,446-65.7% | $6,400-60.1% |
| Admin fee / account holder | $211 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |