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 | $38,144 | $160,055-76.2% | $140,016-72.8% | $135,375-71.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -8.03% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,975 | $7,642+17.5% | $6,927+29.6% | $5,609+60.0% |
| Admin fee / account holder | $241 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |