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 | $83,420 | $197,591-57.8% | $177,821-53.1% | $158,922-47.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 45.44% | 58.76%-13.3pp | 48.32%-2.9pp | 302.83%-257.4pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,000 | $8,405+7.1% | $7,714+16.7% | $5,982+50.4% |
| Admin fee / account holder | $98 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |