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 | $67,113 | $203,436-67.0% | $152,466-56.0% | $167,490-59.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 41.24% | 13.80%+27.4pp | 757.33%-716.1pp | 478.56%-437.3pp |
| Employer contribution / active EE | $919 | $5,220-82.4% | $4,327-78.8% | $4,837-81.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $20 | $22,506-99.9% | $15,805-99.9% | $12,309-99.8% |