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 | $74,505 | $115,770-35.6% | $101,248-26.4% | $158,922-53.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 10.02% | 56.14%-46.1pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $439 | $4,175-89.5% | $3,660-88.0% | $4,761-90.8% |
| Participant deferral / active EE | $10,400 | $4,957+109.8% | $4,370+138.0% | $5,982+73.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |