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 10-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 | $113,908 | $180,449-36.9% | $154,107-26.1% | $135,375-15.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -2.74% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $726 | $6,035-88.0% | $5,298-86.3% | $4,779-84.8% |
| Participant deferral / active EE | $4,080 | $5,806-29.7% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $238 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |