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 6-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 | $106,964 | $117,983-9.3% | $101,794+5.1% | $142,382-24.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.71% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $313 | $2,773-88.7% | $2,289-86.3% | $4,299-92.7% |
| Participant deferral / active EE | $1,563 | $4,714-66.9% | $4,084-61.7% | $6,507-76.0% |
| Admin fee / account holder | $240 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |