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 | $64,254 | $160,055-59.9% | $140,016-54.1% | $135,375-52.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -6.28% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $940 | $6,420-85.4% | $5,606-83.2% | $4,779-80.3% |
| Participant deferral / active EE | $4,394 | $7,642-42.5% | $6,927-36.6% | $5,609-21.7% |
| Admin fee / account holder | $132 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |