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 | $82,789 | $109,881-24.7% | $150,045-44.8% | $84,808-2.4% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 68.23% | 28.25%+40.0pp | 62.55%+5.7pp | 40.90%+27.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $19,592 | $6,636+195.2% | $7,997+145.0% | $4,212+365.2% |
| Admin fee / account holder | $130 | $8,568-98.5% | $13,435-99.0% | $7,344-98.2% |