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 | $38,312 | $159,901-76.0% | $146,958-73.9% | $145,922-73.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.42% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,962 | $8,428+18.2% | $8,070+23.4% | $6,688+49.0% |
| Admin fee / account holder | $25 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |