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 | $118,495 | $176,377-32.8% | $134,143-11.7% | $158,922-25.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 30.19% | 63.63%-33.4pp | 36.33%-6.1pp | 302.83%-272.6pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,275 | $4,091+77.8% | $3,499+107.9% | $5,982+21.6% |
| Admin fee / account holder | $60 | $8,718-99.3% | $6,684-99.1% | $11,246-99.5% |