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 4-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 | $52,784 | $108,919-51.5% | $100,391-47.4% | $145,922-63.8% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 17.22% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $220 | $4,419-95.0% | $3,942-94.4% | $4,660-95.3% |
| Participant deferral / active EE | $17,881 | $8,445+111.7% | $8,082+121.2% | $6,688+167.4% |
| Admin fee / account holder | $76 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |