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 | $73,439 | $179,726-59.1% | $156,263-53.0% | $142,382-48.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 19.46% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $415 | $5,069-91.8% | $4,333-90.4% | $4,299-90.3% |
| Participant deferral / active EE | $18,764 | $6,956+169.7% | $6,158+204.7% | $6,507+188.3% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |