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 | $78,960 | $171,865-54.1% | $149,718-47.3% | $147,584-46.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.31% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $924 | $6,275-85.3% | $5,445-83.0% | $4,876-81.1% |
| Participant deferral / active EE | $4,334 | $7,271-40.4% | $6,569-34.0% | $5,439-20.3% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |