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 4-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 | $52,635 | $102,317-48.6% | $146,958-64.2% | $80,856-34.9% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 128.41% | 134.76%-6.4pp | 418.34%-289.9pp | 35.59%+92.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,874 | $6,644+33.6% | $8,070+10.0% | $4,296+106.6% |
| Admin fee / account holder | $26 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |