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 5-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 | $28,903 | $81,248-64.4% | $155,509-81.4% | $80,856-64.3% |
| Participation rate | 74.5% | 66.2%+8.3pp | 78.2%-3.7pp | 67.6%+6.9pp |
| Annual return | 128.30% | 33.31%+95.0pp | 64.67%+63.6pp | 35.59%+92.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,414 | $3,452+56.9% | $5,626-3.8% | $4,296+26.0% |
| Admin fee / account holder | $268 | $7,997-96.7% | $15,912-98.3% | $6,918-96.1% |