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 | $35,042 | $106,890-67.2% | $84,015-58.3% | $152,861-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.98% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,000 | $4,011+199.2% | $3,239+270.5% | $5,850+105.1% |
| Admin fee / account holder | $75 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |