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 | $35,548 | $165,335-78.5% | $149,696-76.3% | $158,922-77.6% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 51.99% | 348.15%-296.2pp | 276.60%-224.6pp | 302.83%-250.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,544 | $7,181+32.9% | $6,842+39.5% | $5,982+59.5% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |