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 | $71,897 | $160,055-55.1% | $140,016-48.7% | $135,375-46.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,095 | $6,420-82.9% | $5,606-80.5% | $4,779-77.1% |
| Participant deferral / active EE | $11,014 | $7,642+44.1% | $6,927+59.0% | $5,609+96.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |