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 | $70,706 | $150,440-53.0% | $136,294-48.1% | $147,584-52.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.10% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $728 | $5,256-86.1% | $4,695-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $4,600 | $6,630-30.6% | $6,247-26.4% | $5,439-15.4% |
| Admin fee / account holder | $172 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |