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 | $32,917 | $68,346-51.8% | $94,646-65.2% | $75,163-56.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.8pp | 67.2%+23.4pp |
| Annual return | 57.65% | 616.93%-559.3pp | 156.71%-99.1pp | 160.62%-103.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,743 | $6,537+79.6% | $7,418+58.3% | $4,125+184.7% |
| Admin fee / account holder | $254 | $5,326-95.2% | $7,231-96.5% | $5,651-95.5% |