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 6-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 | $19,858 | $109,817-81.9% | $98,442-79.8% | $167,490-88.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 18.92% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,320 | $4,673-29.0% | $4,276-22.4% | $6,341-47.6% |
| Admin fee / account holder | $142 | $6,753-97.9% | $5,949-97.6% | $12,309-98.8% |