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 4-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 | $157,088 | $210,648-25.4% | $177,989-11.7% | $145,922+7.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.44% | 385.86%-362.4pp | 294.48%-271.0pp | 561.29%-537.8pp |
| Employer contribution / active EE | $555 | $4,565-87.8% | $3,949-85.9% | $4,660-88.1% |
| Participant deferral / active EE | $36,500 | $6,958+424.6% | $6,276+481.6% | $6,688+445.8% |
| Admin fee / account holder | $76 | $12,013-99.4% | $10,363-99.3% | $13,397-99.4% |