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 | $32,960 | $68,547-51.9% | $120,354-72.6% | $80,856-59.2% |
| Participation rate | 90.3% | 61.6%+28.7pp | 71.9%+18.4pp | 67.6%+22.7pp |
| Annual return | 108.60% | 23.60%+85.0pp | 107.15%+1.5pp | 35.59%+73.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,521 | $3,173+263.0% | $4,991+130.8% | $4,296+168.2% |
| Admin fee / account holder | $34 | $5,732-99.4% | $9,423-99.6% | $6,918-99.5% |