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 | $47,793 | $202,318-76.4% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.11% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $663 | $5,856-88.7% | $5,143-87.1% | $4,762-86.1% |
| Participant deferral / active EE | $6,395 | $5,948+7.5% | $5,198+23.0% | $5,850+9.3% |
| Admin fee / account holder | $77 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |