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 | $123,546 | $138,065-10.5% | $123,5440% | $135,375-8.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.93% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | -$72 | $5,151-101.4% | $4,628-101.6% | $4,779-101.5% |
| Participant deferral / active EE | $16,257 | $6,799+139.1% | $6,426+153.0% | $5,609+189.8% |
| Admin fee / account holder | $72 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |