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 | $103,606 | $180,449-42.6% | $154,107-32.8% | $135,375-23.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.25% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $842 | $6,035-86.0% | $5,298-84.1% | $4,779-82.4% |
| Participant deferral / active EE | $4,879 | $5,806-16.0% | $5,081-4.0% | $5,609-13.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |