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 | $24,790 | $138,044-82.0% | $125,339-80.2% | $134,475-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.43% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $601 | $5,243-88.5% | $4,814-87.5% | $4,740-87.3% |
| Participant deferral / active EE | $6,730 | $7,799-13.7% | $7,446-9.6% | $6,400+5.2% |
| Admin fee / account holder | $5 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |