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 | $47,936 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.70% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $802 | $5,256-84.8% | $4,695-82.9% | $4,876-83.6% |
| Participant deferral / active EE | $9,080 | $6,630+36.9% | $6,247+45.3% | $5,439+67.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |