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 | $178,382 | $129,942+37.3% | $104,294+71.0% | $134,475+32.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.92% | 42.03%-57.0pp | 24.61%-39.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $18,477 | $5,588+230.7% | $4,625+299.5% | $6,400+188.7% |
| Admin fee / account holder | $14 | $9,323-99.8% | $7,339-99.8% | $11,426-99.9% |