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 | $39,909 | $183,963-78.3% | $162,163-75.4% | $152,861-73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.74% | 150.76%-122.0pp | 115.59%-86.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,286 | $6,371-79.8% | $5,614-77.1% | $4,762-73.0% |
| Participant deferral / active EE | $6,753 | $8,034-15.9% | $7,298-7.5% | $5,850+15.4% |
| Admin fee / account holder | $18 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |