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 | $20,152 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $761 | $5,243-85.5% | $4,814-84.2% | $4,740-83.9% |
| Participant deferral / active EE | $2,696 | $7,799-65.4% | $7,446-63.8% | $6,400-57.9% |
| Admin fee / account holder | $215 | $11,571-98.1% | $10,010-97.9% | $11,426-98.1% |