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 8-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 | $63,714 | $94,625-32.7% | $116,228-45.2% | $84,808-24.9% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+27.9pp |
| Annual return | 20.53% | 20.40%+0.1pp | 90.06%-69.5pp | 40.90%-20.4pp |
| Employer contribution / active EE | $528 | $2,347-77.5% | $2,994-82.4% | $2,631-79.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $224 | $10,091-97.8% | $11,989-98.1% | $7,344-96.9% |