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 | $8,328 | $88,751-90.6% | $81,812-89.8% | $145,922-94.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.48% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $235 | $3,083-92.4% | $2,912-91.9% | $4,660-95.0% |
| Participant deferral / active EE | $1,248 | $4,643-73.1% | $4,319-71.1% | $6,688-81.3% |
| Admin fee / account holder | $33 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |