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 | $32,174 | $214,378-85.0% | $200,582-84.0% | $142,382-77.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 438.74% | 46.41%+392.3pp | 42.33%+396.4pp | 217.08%+221.7pp |
| Employer contribution / active EE | $1,290 | $6,841-81.2% | $6,419-79.9% | $4,299-70.0% |
| Participant deferral / active EE | $6,913 | $9,865-29.9% | $9,331-25.9% | $6,507+6.2% |
| Admin fee / account holder | $203 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |