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 | $142,703 | $171,865-17.0% | $149,718-4.7% | $147,584-3.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 28.94% | 2113.22%-2084.3pp | 1501.63%-1472.7pp | 578.55%-549.6pp |
| Employer contribution / active EE | $800 | $6,275-87.3% | $5,445-85.3% | $4,876-83.6% |
| Participant deferral / active EE | $7,700 | $7,271+5.9% | $6,569+17.2% | $5,439+41.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |