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 9-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 | $32,875 | $202,318-83.8% | $172,739-81.0% | $152,861-78.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.15% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $510 | $5,856-91.3% | $5,143-90.1% | $4,762-89.3% |
| Participant deferral / active EE | $10,040 | $5,948+68.8% | $5,198+93.2% | $5,850+71.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |