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 3-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 | $54,762 | $210,648-74.0% | $177,989-69.2% | $145,922-62.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 178.79% | 385.86%-207.1pp | 294.48%-115.7pp | 561.29%-382.5pp |
| Employer contribution / active EE | $202 | $4,565-95.6% | $3,949-94.9% | $4,660-95.7% |
| Participant deferral / active EE | $2,831 | $6,958-59.3% | $6,276-54.9% | $6,688-57.7% |
| Admin fee / account holder | $72 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |