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 | $31,188 | $58,927-47.1% | $76,817-59.4% | $72,985-57.3% |
| Participation rate | 95.2% | 67.3%+27.9pp | 72.1%+23.2pp | 69.5%+25.8pp |
| Annual return | 21.67% | 2305.64%-2284.0pp | 1166.11%-1144.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,867 | $2,690+6.6% | $3,336-14.0% | $3,607-20.5% |
| Admin fee / account holder | $280 | $4,013-93.0% | $6,420-95.6% | $5,124-94.5% |