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 | $139,070 | $168,632-17.5% | $147,614-5.8% | $125,391+10.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.52% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,108 | $5,507+10.9% | $4,895+24.8% | $5,352+14.1% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |