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 | $21,211 | $99,020-78.6% | $86,590-75.5% | $147,584-85.6% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 47.56% | 1312.34%-1264.8pp | 964.84%-917.3pp | 578.55%-531.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,612 | $3,972-9.1% | $3,609+0.1% | $5,439-33.6% |
| Admin fee / account holder | $268 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |