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 | $24,844 | $70,756-64.9% | $65,493-62.1% | $142,382-82.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 393.05% | 1754.89%-1361.8pp | 982.45%-589.4pp | 217.08%+176.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,363 | $4,637+15.7% | $3,961+35.4% | $6,507-17.6% |
| Admin fee / account holder | $144 | $6,559-97.8% | $5,028-97.1% | $12,624-98.9% |