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 | $16,754 | $88,751-81.1% | $81,812-79.5% | $145,922-88.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.85% | 1025.40%-1014.6pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $256 | $3,083-91.7% | $2,912-91.2% | $4,660-94.5% |
| Participant deferral / active EE | $1,092 | $4,643-76.5% | $4,319-74.7% | $6,688-83.7% |
| Admin fee / account holder | $34 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |