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 9-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 | $40,077 | $109,982-63.6% | $97,226-58.8% | $145,922-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.04% | 242.90%-227.9pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $317 | $3,084-89.7% | $2,729-88.4% | $4,660-93.2% |
| Participant deferral / active EE | $8,386 | $4,676+79.3% | $4,264+96.7% | $6,688+25.4% |
| Admin fee / account holder | $81 | $6,221-98.7% | $5,654-98.6% | $13,397-99.4% |