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 | $28,086 | $102,966-72.7% | $90,281-68.9% | $152,861-81.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.98% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $139 | $3,139-95.6% | $2,854-95.1% | $4,762-97.1% |
| Participant deferral / active EE | $1,389 | $4,281-67.5% | $3,885-64.2% | $5,850-76.3% |
| Admin fee / account holder | $291 | $6,171-95.3% | $5,351-94.6% | $11,596-97.5% |