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 | $38,920 | $108,919-64.3% | $100,391-61.2% | $145,922-73.3% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 91.59% | 57.88%+33.7pp | 49.20%+42.4pp | 561.29%-469.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,375 | $8,445+58.4% | $8,082+65.5% | $6,688+100.0% |
| Admin fee / account holder | $47 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |