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 | $11,861 | $70,756-83.2% | $65,493-81.9% | $142,382-91.7% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 21.84% | 1754.89%-1733.1pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,744 | $4,637+2.3% | $3,961+19.8% | $6,507-27.1% |
| Admin fee / account holder | $37 | $6,559-99.4% | $5,028-99.3% | $12,624-99.7% |