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 4-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 | $22,352 | $64,432-65.3% | - | $139,434-84.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 20.37% | 4.96%+15.4pp | - | 372.94%-352.6pp |
| Employer contribution / active EE | $0 | $6,830-100.0% | - | $4,751-100.0% |
| Participant deferral / active EE | $6,600 | $2,937+124.7% | - | $6,710-1.6% |
| Admin fee / account holder | $11 | $3,919-99.7% | - | $11,403-99.9% |