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 9-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 | $45,640 | $112,096-59.3% | $95,952-52.4% | $158,922-71.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 170.39% | 171.09%-0.7pp | 91.61%+78.8pp | 302.83%-132.4pp |
| Employer contribution / active EE | $1 | $3,198-100.0% | $2,541-99.9% | $4,761-100.0% |
| Participant deferral / active EE | $4,286 | $4,784-10.4% | $4,167+2.8% | $5,982-28.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |