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 | $52,228 | $171,865-69.6% | $149,718-65.1% | $147,584-64.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 19.56% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,146 | $6,275-81.7% | $5,445-79.0% | $4,876-76.5% |
| Participant deferral / active EE | $4,834 | $7,271-33.5% | $6,569-26.4% | $5,439-11.1% |
| Admin fee / account holder | $213 | $13,799-98.5% | $11,283-98.1% | $10,885-98.0% |