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 5-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 | $42,645 | $165,984-74.3% | $164,813-74.1% | $145,922-70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.16% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $494 | $5,273-90.6% | $4,341-88.6% | $4,660-89.4% |
| Participant deferral / active EE | $11,191 | $6,959+60.8% | $6,031+85.5% | $6,688+67.3% |
| Admin fee / account holder | $173 | $16,648-99.0% | $12,690-98.6% | $13,397-98.7% |