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 9-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 | $136,297 | $138,044-1.3% | $125,339+8.7% | $134,475+1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.32% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $167 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |