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 | $21,255 | $97,757-78.3% | $83,848-74.7% | $135,375-84.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 29.90% | 1287.37%-1257.5pp | 850.88%-821.0pp | 519.73%-489.8pp |
| Employer contribution / active EE | $542 | $4,222-87.2% | $3,631-85.1% | $4,779-88.7% |
| Participant deferral / active EE | $7,164 | $4,682+53.0% | $4,082+75.5% | $5,609+27.7% |
| Admin fee / account holder | $59 | $6,674-99.1% | $5,478-98.9% | $10,827-99.5% |