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 | $106,721 | $168,632-36.7% | $147,614-27.7% | $125,391-14.9% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.59% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,066 | $6,252-83.0% | $5,564-80.8% | $4,866-78.1% |
| Participant deferral / active EE | $5,831 | $5,507+5.9% | $4,895+19.1% | $5,352+9.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |