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 | $48,712 | $159,901-69.5% | $146,958-66.9% | $145,922-66.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 32.96% | 98.13%-65.2pp | 418.34%-385.4pp | 561.29%-528.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,289 | $8,428-13.5% | $8,070-9.7% | $6,688+9.0% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |