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 | $39,650 | $108,919-63.6% | $100,391-60.5% | $145,922-72.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 31.60% | 57.88%-26.3pp | 49.20%-17.6pp | 561.29%-529.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,647 | $8,445-45.0% | $8,082-42.5% | $6,688-30.5% |
| Admin fee / account holder | $60 | $9,689-99.4% | $7,899-99.2% | $13,397-99.6% |