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 | $24,466 | $138,065-82.3% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.16% | 153.68%-147.5pp | 119.20%-113.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,176 | $6,799+5.5% | $6,426+11.7% | $5,609+27.9% |
| Admin fee / account holder | $113 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |