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 | $107,629 | $97,757+10.1% | $83,848+28.4% | $135,375-20.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $256 | $4,222-93.9% | $3,631-93.0% | $4,779-94.7% |
| Participant deferral / active EE | $4,693 | $4,682+0.2% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $175 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |