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 | $41,316 | $102,828-59.8% | $105,387-60.8% | $152,861-73.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.98% | 20.85%-0.9pp | 26.82%-6.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,717 | $5,465+22.9% | $5,502+22.1% | $5,850+14.8% |
| Admin fee / account holder | $31 | $8,683-99.6% | $6,559-99.5% | $11,596-99.7% |