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 7-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 | $121,952 | $183,963-33.7% | $162,163-24.8% | $152,861-20.2% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 159.67% | 150.76%+8.9pp | 115.59%+44.1pp | 345.32%-185.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,952 | $8,034-63.3% | $7,298-59.6% | $5,850-49.5% |
| Admin fee / account holder | $22 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |