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 | $156,315 | $78,694+98.6% | $67,652+131.1% | $125,391+24.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.13% | 9.46%-9.3pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $356 | $3,044-88.3% | $2,266-84.3% | $4,866-92.7% |
| Participant deferral / active EE | $6,537 | $4,292+52.3% | $3,560+83.6% | $5,352+22.2% |
| Admin fee / account holder | $219 | $7,403-97.0% | $4,821-95.4% | $9,540-97.7% |