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 7-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 | $56,695 | $197,591-71.3% | $177,821-68.1% | $158,922-64.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.07% | 58.76%-24.7pp | 48.32%-14.3pp | 302.83%-268.8pp |
| Employer contribution / active EE | $138 | $6,697-97.9% | $5,918-97.7% | $4,761-97.1% |
| Participant deferral / active EE | $9,210 | $8,405+9.6% | $7,714+19.4% | $5,982+54.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |