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 | $34,656 | $817,678-95.8% | $392,568-91.2% | $152,861-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $517 | $5,502-90.6% | $3,783-86.3% | $4,762-89.1% |
| Participant deferral / active EE | $9,759 | $8,398+16.2% | $5,985+63.1% | $5,850+66.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |