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 10-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 | $45,457 | $171,865-73.6% | $149,718-69.6% | $147,584-69.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 22.47% | 2113.22%-2090.7pp | 1501.63%-1479.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,237 | $6,275-80.3% | $5,445-77.3% | $4,876-74.6% |
| Participant deferral / active EE | $8,380 | $7,271+15.3% | $6,569+27.6% | $5,439+54.1% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |