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 8-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 | $36,289 | $175,202-79.3% | $149,673-75.8% | $139,434-74.0% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 17.50% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $16 | $5,474-99.7% | $4,818-99.7% | $4,751-99.7% |
| Participant deferral / active EE | $4,119 | $6,519-36.8% | $5,680-27.5% | $6,710-38.6% |
| Admin fee / account holder | $287 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |