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 | $20,676 | $124,281-83.4% | $109,143-81.1% | $167,490-87.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 64.32% | 26.04%+38.3pp | 25.75%+38.6pp | 478.56%-414.2pp |
| Employer contribution / active EE | $294 | $4,207-93.0% | $3,722-92.1% | $4,837-93.9% |
| Participant deferral / active EE | $3,305 | $5,255-37.1% | $4,653-29.0% | $6,341-47.9% |
| Admin fee / account holder | $235 | $7,970-97.1% | $6,752-96.5% | $12,309-98.1% |