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 7-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 | $128,394 | $214,378-40.1% | $200,582-36.0% | $142,382-9.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.90% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $934 | $6,841-86.4% | $6,419-85.5% | $4,299-78.3% |
| Participant deferral / active EE | $9,765 | $9,865-1.0% | $9,331+4.6% | $6,507+50.1% |
| Admin fee / account holder | $170 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |