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 8-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 | $61,525 | $125,758-51.1% | $169,993-63.8% | $75,163-18.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 147.28% | 27.20%+120.1pp | 53.37%+93.9pp | 160.62%-13.3pp |
| Employer contribution / active EE | $337 | $4,615-92.7% | $6,785-95.0% | $2,670-87.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $184 | $8,173-97.8% | $12,815-98.6% | $5,651-96.7% |