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 9-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 | $62,106 | $217,402-71.4% | $185,823-66.6% | $167,490-62.9% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.39% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $898 | $5,873-84.7% | $5,167-82.6% | $4,837-81.4% |
| Participant deferral / active EE | $10,879 | $6,356+71.2% | $5,568+95.4% | $6,341+71.6% |
| Admin fee / account holder | $138 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |