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 | $55,083 | $209,832-73.7% | $189,513-70.9% | $167,490-67.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.33% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $830 | $6,914-88.0% | $6,162-86.5% | $4,837-82.8% |
| Participant deferral / active EE | $19,781 | $8,935+121.4% | $8,221+140.6% | $6,341+211.9% |
| Admin fee / account holder | $91 | $14,293-99.4% | $12,045-99.2% | $12,309-99.3% |