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 3-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 | $23,822 | $124,281-80.8% | $109,143-78.2% | $167,490-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 363.29% | 26.04%+337.3pp | 25.75%+337.5pp | 478.56%-115.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $20,250 | $5,255+285.3% | $4,653+335.2% | $6,341+219.3% |
| Admin fee / account holder | $56 | $7,970-99.3% | $6,752-99.2% | $12,309-99.5% |