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 | $63,218 | $109,327-42.2% | $89,391-29.3% | $158,922-60.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.74% | 345.68%-325.9pp | 245.62%-225.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,367 | $4,598-70.3% | $3,890-64.8% | $5,982-77.1% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |