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 | $97,750 | $102,616-4.7% | $81,983+19.2% | $158,922-38.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 28.55% | 61.04%-32.5pp | 41.31%-12.8pp | 302.83%-274.3pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,567 | $4,648+19.8% | $3,722+49.6% | $5,982-6.9% |
| Admin fee / account holder | -$142 | $8,235-101.7% | $5,664-102.5% | $11,246-101.3% |