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 | $182,161 | $94,338+93.1% | $100,534+81.2% | $142,382+27.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 13.49% | 29.20%-15.7pp | 32.66%-19.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,960 | $5,934-67.0% | $6,144-68.1% | $6,507-69.9% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |