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 8-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 | $67,210 | $138,065-51.3% | $123,544-45.6% | $135,375-50.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.89% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.8pp |
| Employer contribution / active EE | $804 | $5,151-84.4% | $4,628-82.6% | $4,779-83.2% |
| Participant deferral / active EE | $5,010 | $6,799-26.3% | $6,426-22.0% | $5,609-10.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |