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 | $137,670 | $73,933+86.2% | $96,683+42.4% | $75,163+83.2% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 54.20% | 26.70%+27.5pp | 35.69%+18.5pp | 160.62%-106.4pp |
| Employer contribution / active EE | $80 | $2,928-97.3% | $3,737-97.9% | $2,670-97.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $22 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |