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 7-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 | $11,938 | $109,817-89.1% | $98,442-87.9% | $167,490-92.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 17.57% | 1956.69%-1939.1pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,127 | $4,673+52.5% | $4,276+66.7% | $6,341+12.4% |
| Admin fee / account holder | $294 | $6,753-95.6% | $5,949-95.1% | $12,309-97.6% |