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 | $55,494 | $202,318-72.6% | $172,739-67.9% | $152,861-63.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 21.80% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,625 | $5,948-39.1% | $5,198-30.3% | $5,850-38.0% |
| Admin fee / account holder | $267 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |