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 | $48,301 | $176,056-72.6% | $159,436-69.7% | $167,490-71.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 568.90% | 331.75%+237.2pp | 263.57%+305.3pp | 478.56%+90.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,138 | $7,750+5.0% | $7,352+10.7% | $6,341+28.3% |
| Admin fee / account holder | $32 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |