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 10-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 | $41,028 | $107,334-61.8% | $92,893-55.8% | $152,861-73.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.90% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $500 | $4,221-88.2% | $3,653-86.3% | $4,762-89.5% |
| Participant deferral / active EE | $1,625 | $4,845-66.5% | $4,236-61.6% | $5,850-72.2% |
| Admin fee / account holder | $156 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |