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 8-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 | $13,268 | $100,852-86.8% | $90,404-85.3% | $158,922-91.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.43% | 1724.20%-1694.8pp | 1293.02%-1263.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,277 | $4,348+21.4% | $3,963+33.1% | $5,982-11.8% |
| Admin fee / account holder | $79 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |