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 | $13,120 | $73,515-82.2% | $62,995-79.2% | $147,584-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.72% | 175.43%-159.7pp | 87.57%-71.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,043 | $4,185-51.2% | $3,329-38.6% | $5,439-62.4% |
| Admin fee / account holder | $8 | $5,953-99.9% | $3,600-99.8% | $10,885-99.9% |