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 | $65,694 | $105,998-38.0% | $92,233-28.8% | $147,584-55.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.69% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $328 | $4,333-92.4% | $3,679-91.1% | $4,876-93.3% |
| Participant deferral / active EE | $1,241 | $4,478-72.3% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |