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 | $37,461 | $209,411-82.1% | $178,490-79.0% | $158,922-76.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.55% | 188.75%-152.2pp | 151.07%-114.5pp | 302.83%-266.3pp |
| Employer contribution / active EE | $1,010 | $5,706-82.3% | $5,011-79.8% | $4,761-78.8% |
| Participant deferral / active EE | $8,470 | $5,954+42.3% | $5,202+62.8% | $5,982+41.6% |
| Admin fee / account holder | $188 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |