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 6-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 | $34,667 | $189,613-81.7% | $167,512-79.3% | $142,382-75.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 37.15% | 2024.68%-1987.5pp | 1615.79%-1578.6pp | 217.08%-179.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,114 | $6,981-55.4% | $6,405-51.4% | $6,507-52.1% |
| Admin fee / account holder | $78 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |