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 | $52,122 | $217,402-76.0% | $185,823-72.0% | $167,490-68.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.02% | 148.36%-125.3pp | 122.05%-99.0pp | 478.56%-455.5pp |
| Employer contribution / active EE | $512 | $5,873-91.3% | $5,167-90.1% | $4,837-89.4% |
| Participant deferral / active EE | $3,500 | $6,356-44.9% | $5,568-37.1% | $6,341-44.8% |
| Admin fee / account holder | $46 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |