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 | $10,540 | $100,852-89.5% | $90,404-88.3% | $158,922-93.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 36.55% | 1724.20%-1687.7pp | 1293.02%-1256.5pp | 302.83%-266.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,099 | $4,348+17.3% | $3,963+28.7% | $5,982-14.8% |
| Admin fee / account holder | $174 | $6,501-97.3% | $5,611-96.9% | $11,246-98.5% |