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 4-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 | $13,249 | $104,974-87.4% | $95,585-86.1% | $142,382-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $50 | $2,779-98.2% | $2,527-98.0% | $4,299-98.8% |
| Participant deferral / active EE | $3,791 | $4,352-12.9% | $4,023-5.8% | $6,507-41.7% |
| Admin fee / account holder | $66 | $6,386-99.0% | $6,127-98.9% | $12,624-99.5% |