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 | $35,961 | $183,963-80.5% | $162,163-77.8% | $152,861-76.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 28.01% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $867 | $6,371-86.4% | $5,614-84.6% | $4,762-81.8% |
| Participant deferral / active EE | $4,076 | $8,034-49.3% | $7,298-44.1% | $5,850-30.3% |
| Admin fee / account holder | $43 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |