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 | $54,534 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.29% | 1029.65%-992.4pp | 802.84%-765.5pp | 345.32%-308.0pp |
| Employer contribution / active EE | $392 | $5,856-93.3% | $5,143-92.4% | $4,762-91.8% |
| Participant deferral / active EE | $13,060 | $5,948+119.6% | $5,198+151.3% | $5,850+123.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |