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 10-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 | $36,087 | $99,020-63.6% | $86,590-58.3% | $147,584-75.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 17.36% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,126 | $3,972-21.3% | $3,609-13.4% | $5,439-42.5% |
| Admin fee / account holder | $159 | $5,710-97.2% | $4,906-96.8% | $10,885-98.5% |