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 | $122,083 | $183,963-33.6% | $162,163-24.7% | $152,861-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.37% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $936 | $6,371-85.3% | $5,614-83.3% | $4,762-80.3% |
| Participant deferral / active EE | $16,667 | $8,034+107.5% | $7,298+128.4% | $5,850+184.9% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |