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 4-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 | $34,571 | $73,515-53.0% | $62,995-45.1% | $147,584-76.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.99% | 175.43%-149.4pp | 87.57%-61.6pp | 578.55%-552.6pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,573 | $4,185-38.5% | $3,329-22.7% | $5,439-52.7% |
| Admin fee / account holder | $159 | $5,953-97.3% | $3,600-95.6% | $10,885-98.5% |