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 | $21,327 | $138,065-84.6% | $123,544-82.7% | $135,375-84.2% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | 60.95% | 153.68%-92.7pp | 119.20%-58.2pp | 519.73%-458.8pp |
| Employer contribution / active EE | $861 | $5,151-83.3% | $4,628-81.4% | $4,779-82.0% |
| Participant deferral / active EE | $2,360 | $6,799-65.3% | $6,426-63.3% | $5,609-57.9% |
| Admin fee / account holder | $58 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |