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 | $31,465 | $202,318-84.4% | $172,739-81.8% | $152,861-79.4% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 24.99% | 1029.65%-1004.7pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $998 | $5,856-83.0% | $5,143-80.6% | $4,762-79.1% |
| Participant deferral / active EE | $2,412 | $5,948-59.5% | $5,198-53.6% | $5,850-58.8% |
| Admin fee / account holder | $4 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |