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 3-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 | $114,983 | $74,888+53.5% | $71,209+61.5% | $142,382-19.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.51% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | -$7,621 | $2,854-367.0% | $2,721-380.1% | $4,299-277.3% |
| Participant deferral / active EE | $26,500 | $4,454+494.9% | $4,175+534.7% | $6,507+307.2% |
| Admin fee / account holder | $208 | $5,568-96.3% | $5,349-96.1% | $12,624-98.3% |