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 | $25,615 | $135,952-81.2% | $123,892-79.3% | $273,961-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $800 | $5,170-84.5% | $4,617-82.7% | $4,869-83.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $223 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |