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 | $29,548 | $159,901-81.5% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 247.90% | 98.13%+149.8pp | 418.34%-170.4pp | 561.29%-313.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,574 | $8,428-10.1% | $8,070-6.1% | $6,688+13.3% |
| Admin fee / account holder | $13 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |