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 | $73,131 | $158,817-54.0% | $121,196-39.7% | $135,375-46.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 8.50% | -0.64%+9.1pp | 16.93%-8.4pp | 519.73%-511.2pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,971 | $4,005+149.0% | $3,344+198.1% | $5,609+77.8% |
| Admin fee / account holder | $59 | $6,512-99.1% | $5,019-98.8% | $10,827-99.5% |