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 | $91,673 | $135,635-32.4% | $110,238-16.8% | $135,375-32.3% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -6.65% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $431 | $4,906-91.2% | $3,826-88.7% | $4,779-91.0% |
| Participant deferral / active EE | $2,846 | $5,506-48.3% | $4,672-39.1% | $5,609-49.2% |
| Admin fee / account holder | $10 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |