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 | $80,486 | $160,055-49.7% | $140,016-42.5% | $135,375-40.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -8.82% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $551 | $6,420-91.4% | $5,606-90.2% | $4,779-88.5% |
| Participant deferral / active EE | $6,626 | $7,642-13.3% | $6,927-4.3% | $5,609+18.1% |
| Admin fee / account holder | $39 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |