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 | $41,184 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 137.93% | 70.24%+67.7pp | 62.55%+75.4pp | 217.08%-79.1pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,134 | $8,310-2.1% | $7,997+1.7% | $6,507+25.0% |
| Admin fee / account holder | $222 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |