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 6-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 | $30,487 | $114,047-73.3% | $96,139-68.3% | $167,490-81.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.72% | 189.88%-168.2pp | 191.94%-170.2pp | 478.56%-456.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,356 | $5,194+60.9% | $4,349+92.2% | $6,341+31.8% |
| Admin fee / account holder | $5 | $6,897-99.9% | $5,537-99.9% | $12,309-100.0% |