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 3-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 | $13,649 | $108,919-87.5% | $100,391-86.4% | $145,922-90.6% |
| Participation rate | 81.3% | 82.9%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 44.48% | 57.88%-13.4pp | 49.20%-4.7pp | 561.29%-516.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,972 | $8,445+18.1% | $8,082+23.4% | $6,688+49.1% |
| Admin fee / account holder | $9 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |