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 8-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 | $34,489 | $209,411-83.5% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.25% | 188.75%-161.5pp | 151.07%-123.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $963 | $5,706-83.1% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $11,550 | $5,954+94.0% | $5,202+122.0% | $5,982+93.1% |
| Admin fee / account holder | $115 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |