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 5-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 | $28,244 | $114,381-75.3% | $107,525-73.7% | $142,382-80.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 95.85% | 242.71%-146.9pp | 181.32%-85.5pp | 217.08%-121.2pp |
| Employer contribution / active EE | $533 | $4,015-86.7% | $3,754-85.8% | $4,299-87.6% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |