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 | $44,034 | $165,335-73.4% | $149,696-70.6% | $158,922-72.3% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 27.49% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $511 | $5,103-90.0% | $4,644-89.0% | $4,761-89.3% |
| Participant deferral / active EE | $4,799 | $7,181-33.2% | $6,842-29.9% | $5,982-19.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |