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 | $51,524 | $138,065-62.7% | $123,544-58.3% | $135,375-61.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $105 | $5,151-98.0% | $4,628-97.7% | $4,779-97.8% |
| Participant deferral / active EE | $8,332 | $6,799+22.6% | $6,426+29.7% | $5,609+48.6% |
| Admin fee / account holder | $102 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |