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 | $61,473 | $135,635-54.7% | $110,238-44.2% | $135,375-54.6% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -5.55% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $809 | $4,906-83.5% | $3,826-78.9% | $4,779-83.1% |
| Participant deferral / active EE | $7,857 | $5,506+42.7% | $4,672+68.2% | $5,609+40.1% |
| Admin fee / account holder | $180 | $11,457-98.4% | $8,547-97.9% | $10,827-98.3% |