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 5-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 | $36,510 | $70,756-48.4% | $65,493-44.3% | $142,382-74.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.96% | 1754.89%-1738.9pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $130 | $2,881-95.5% | $2,574-95.0% | $4,299-97.0% |
| Participant deferral / active EE | $2,592 | $4,637-44.1% | $3,961-34.6% | $6,507-60.2% |
| Admin fee / account holder | $40 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |