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 | $95,943 | $90,600+5.9% | $79,464+20.7% | $135,375-29.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.67% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,050 | $4,0500% | $3,704+9.3% | $5,609-27.8% |
| Admin fee / account holder | $197 | $5,907-96.7% | $5,113-96.1% | $10,827-98.2% |