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 9-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 | $112,539 | $165,335-31.9% | $149,696-24.8% | $158,922-29.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 34.21% | 348.15%-313.9pp | 276.60%-242.4pp | 302.83%-268.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,162 | $7,181-28.1% | $6,842-24.5% | $5,982-13.7% |
| Admin fee / account holder | $75 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |