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 | $162,287 | $201,272-19.4% | $184,203-11.9% | $145,922+11.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 666.37% | 29.00%+637.4pp | 28.81%+637.6pp | 561.29%+105.1pp |
| Employer contribution / active EE | $1,459 | $7,022-79.2% | $6,427-77.3% | $4,660-68.7% |
| Participant deferral / active EE | $4,824 | $9,806-50.8% | $9,131-47.2% | $6,688-27.9% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |