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 | $59,475 | $202,318-70.6% | $172,739-65.6% | $152,861-61.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.34% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,136 | $5,856-80.6% | $5,143-77.9% | $4,762-76.1% |
| Participant deferral / active EE | $4,875 | $5,948-18.0% | $5,198-6.2% | $5,850-16.7% |
| Admin fee / account holder | $113 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |