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 9-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 | $52,886 | $157,256-66.4% | $141,162-62.5% | $152,861-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.06% | 64.32%-34.3pp | 71.39%-41.3pp | 345.32%-315.3pp |
| Employer contribution / active EE | $386 | $5,261-92.7% | $4,735-91.8% | $4,762-91.9% |
| Participant deferral / active EE | $12,482 | $7,109+75.6% | $6,709+86.1% | $5,850+113.4% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |