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 | $8,607 | $109,982-92.2% | $97,226-91.1% | $145,922-94.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 11.15% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $929 | $4,676-80.1% | $4,264-78.2% | $6,688-86.1% |
| Admin fee / account holder | $29 | $6,221-99.5% | $5,654-99.5% | $13,397-99.8% |