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 6-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 | $112,021 | $202,318-44.6% | $172,739-35.2% | $152,861-26.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $991 | $5,856-83.1% | $5,143-80.7% | $4,762-79.2% |
| Participant deferral / active EE | $6,149 | $5,948+3.4% | $5,198+18.3% | $5,850+5.1% |
| Admin fee / account holder | $58 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |