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 | $140,115 | $159,901-12.4% | $146,958-4.7% | $145,922-4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $521 | $5,286-90.1% | $4,933-89.4% | $4,660-88.8% |
| Participant deferral / active EE | $6,595 | $8,428-21.8% | $8,070-18.3% | $6,688-1.4% |
| Admin fee / account holder | $104 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |