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 10-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 | $128,660 | $176,662-27.2% | $130,648-1.5% | $152,861-15.8% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 17.86% | 2692.24%-2674.4pp | 1708.96%-1691.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,757 | $4,361-59.7% | $3,603-51.2% | $5,850-70.0% |
| Admin fee / account holder | $65 | $7,133-99.1% | $5,464-98.8% | $11,596-99.4% |