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 | $31,835 | $165,335-80.7% | $149,696-78.7% | $158,922-80.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.64% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $833 | $5,103-83.7% | $4,644-82.1% | $4,761-82.5% |
| Participant deferral / active EE | $5,039 | $7,181-29.8% | $6,842-26.3% | $5,982-15.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |