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 | $226,905 | $160,055+41.8% | $140,016+62.1% | $135,375+67.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $457 | $6,420-92.9% | $5,606-91.8% | $4,779-90.4% |
| Participant deferral / active EE | $4,433 | $7,642-42.0% | $6,927-36.0% | $5,609-21.0% |
| Admin fee / account holder | $265 | $13,328-98.0% | $10,705-97.5% | $10,827-97.6% |