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 7-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 | $90,838 | $197,591-54.0% | $177,821-48.9% | $158,922-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.32% | 58.76%-17.4pp | 48.32%-7.0pp | 302.83%-261.5pp |
| Employer contribution / active EE | $685 | $6,697-89.8% | $5,918-88.4% | $4,761-85.6% |
| Participant deferral / active EE | $11,185 | $8,405+33.1% | $7,714+45.0% | $5,982+87.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |