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 | $9,907 | $109,982-91.0% | $97,226-89.8% | $145,922-93.2% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 12.98% | 242.90%-229.9pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,750 | $4,676-62.6% | $4,264-59.0% | $6,688-73.8% |
| Admin fee / account holder | $285 | $6,221-95.4% | $5,654-95.0% | $13,397-97.9% |