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 | $73,951 | $100,852-26.7% | $90,404-18.2% | $158,922-53.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 5.94% | 1724.20%-1718.3pp | 1293.02%-1287.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,865 | $4,348-57.1% | $3,963-52.9% | $5,982-68.8% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |