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 5-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 | $48,077 | $54,705-12.1% | $71,209-32.5% | $84,808-43.3% |
| Participation rate | 98.5% | 64.1%+34.4pp | 73.8%+24.7pp | 68.3%+30.2pp |
| Annual return | 298.45% | 35.90%+262.6pp | 282.51%+15.9pp | 40.90%+257.6pp |
| Employer contribution / active EE | $120 | $2,158-94.4% | $2,721-95.6% | $2,631-95.4% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $68 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |