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 9-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 | $127,926 | $202,318-36.8% | $172,739-25.9% | $152,861-16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.13% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $895 | $5,856-84.7% | $5,143-82.6% | $4,762-81.2% |
| Participant deferral / active EE | $5,135 | $5,948-13.7% | $5,198-1.2% | $5,850-12.2% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |