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 | $132,606 | $176,056-24.7% | $159,436-16.8% | $167,490-20.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.44% | 331.75%-306.3pp | 263.57%-238.1pp | 478.56%-453.1pp |
| Employer contribution / active EE | $748 | $5,297-85.9% | $4,829-84.5% | $4,837-84.5% |
| Participant deferral / active EE | $13,914 | $7,750+79.5% | $7,352+89.3% | $6,341+119.4% |
| Admin fee / account holder | $147 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |