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 | $40,446 | $202,318-80.0% | $172,739-76.6% | $152,861-73.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 25.22% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,229 | $5,856-79.0% | $5,143-76.1% | $4,762-74.2% |
| Participant deferral / active EE | $3,840 | $5,948-35.4% | $5,198-26.1% | $5,850-34.4% |
| Admin fee / account holder | $277 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |