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 3-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 | $136,028 | $117,841+15.4% | $102,423+32.8% | $145,922-6.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 31.65%-16.5pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $768 | $3,615-78.8% | $3,023-74.6% | $4,660-83.5% |
| Participant deferral / active EE | $18,702 | $5,731+226.3% | $5,053+270.1% | $6,688+179.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |