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 3-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 | $34,460 | $158,398-78.2% | $126,539-72.8% | $142,382-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.30% | 593.76%-566.5pp | 425.95%-398.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,226 | $4,767+177.5% | $4,083+224.0% | $6,507+103.3% |
| Admin fee / account holder | $209 | $6,918-97.0% | $6,065-96.6% | $12,624-98.3% |