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 5-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 | $151,605 | $138,044+9.8% | $125,339+21.0% | $134,475+12.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.18% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $490 | $5,243-90.7% | $4,814-89.8% | $4,740-89.7% |
| Participant deferral / active EE | $5,765 | $7,799-26.1% | $7,446-22.6% | $6,400-9.9% |
| Admin fee / account holder | -$152 | $11,571-101.3% | $10,010-101.5% | $11,426-101.3% |