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 | $20,567 | $107,334-80.8% | $92,893-77.9% | $152,861-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 31.96% | 145.58%-113.6pp | 109.41%-77.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $153 | $4,221-96.4% | $3,653-95.8% | $4,762-96.8% |
| Participant deferral / active EE | $6,348 | $4,845+31.0% | $4,236+49.9% | $5,850+8.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |