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 9-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 | $32,222 | $85,202-62.2% | $172,739-81.3% | $72,985-55.9% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 27.05% | 27.32%-0.3pp | 802.84%-775.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,390 | $3,260+65.3% | $5,198+3.7% | $3,607+49.4% |
| Admin fee / account holder | $177 | $5,884-97.0% | $13,954-98.7% | $5,124-96.5% |