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 | $15,016 | $109,982-86.3% | $97,226-84.6% | $145,922-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.70% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $220 | $3,084-92.9% | $2,729-91.9% | $4,660-95.3% |
| Participant deferral / active EE | $1,170 | $4,676-75.0% | $4,264-72.6% | $6,688-82.5% |
| Admin fee / account holder | $22 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |