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 | $24,490 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 58.21% | 1049.08%-990.9pp | 5155.94%-5097.7pp | 578.55%-520.3pp |
| Employer contribution / active EE | $58 | $5,256-98.9% | $4,695-98.8% | $4,876-98.8% |
| Participant deferral / active EE | $8,366 | $6,630+26.2% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |