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 | $26,719 | $84,696-68.5% | $75,696-64.7% | $167,490-84.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 35.21% | 199.36%-164.2pp | 104.53%-69.3pp | 478.56%-443.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,979 | $4,580+30.6% | $3,821+56.5% | $6,341-5.7% |
| Admin fee / account holder | $224 | $5,355-95.8% | $3,619-93.8% | $12,309-98.2% |