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 | $18,729 | $104,974-82.2% | $95,585-80.4% | $142,382-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $112 | $2,779-96.0% | $2,527-95.6% | $4,299-97.4% |
| Participant deferral / active EE | $1,374 | $4,352-68.4% | $4,023-65.8% | $6,507-78.9% |
| Admin fee / account holder | $36 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |