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 | $36,695 | $153,311-76.1% | $109,313-66.4% | $273,961-86.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1.19% | 29.86%-28.7pp | 22.07%-20.9pp | 41.45%-40.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,839 | $3,932+48.5% | $3,166+84.4% | $5,287+10.4% |
| Admin fee / account holder | $7 | $8,076-99.9% | $5,666-99.9% | $10,132-99.9% |