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 | $242,788 | $97,757+148.4% | $83,848+189.6% | $135,375+79.3% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -4.23% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $387 | $4,222-90.8% | $3,631-89.3% | $4,779-91.9% |
| Participant deferral / active EE | $7,749 | $4,682+65.5% | $4,082+89.8% | $5,609+38.2% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |