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 | $25,217 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.11% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $841 | $5,256-84.0% | $4,695-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $4,765 | $6,630-28.1% | $6,247-23.7% | $5,439-12.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |