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 6-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 | $27,412 | $183,519-85.1% | $155,509-82.4% | $145,922-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.68% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $747 | $5,313-85.9% | $4,672-84.0% | $4,660-84.0% |
| Participant deferral / active EE | $11,308 | $6,462+75.0% | $5,626+101.0% | $6,688+69.1% |
| Admin fee / account holder | $166 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |