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 6-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 | $23,348 | $114,381-79.6% | $107,525-78.3% | $142,382-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $706 | $4,015-82.4% | $3,754-81.2% | $4,299-83.6% |
| Participant deferral / active EE | $2,928 | $5,564-47.4% | $5,116-42.8% | $6,507-55.0% |
| Admin fee / account holder | $9 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |