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 | $102,036 | $138,044-26.1% | $125,339-18.6% | $134,475-24.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.50% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $597 | $5,243-88.6% | $4,814-87.6% | $4,740-87.4% |
| Participant deferral / active EE | $11,955 | $7,799+53.3% | $7,446+60.5% | $6,400+86.8% |
| Admin fee / account holder | $207 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |