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 8-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 | $54,015 | $197,591-72.7% | $177,821-69.6% | $158,922-66.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 65.59% | 58.76%+6.8pp | 48.32%+17.3pp | 302.83%-237.2pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $15,575 | $8,405+85.3% | $7,714+101.9% | $5,982+160.4% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |