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 | $98,556 | $160,055-38.4% | $140,016-29.6% | $135,375-27.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.89% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,247 | $6,420-80.6% | $5,606-77.8% | $4,779-73.9% |
| Participant deferral / active EE | $16,333 | $7,642+113.7% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $63 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |