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 6-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 | $50,572 | $155,788-67.5% | $124,672-59.4% | $167,490-69.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 17.15% | 17.97%-0.8pp | 5142.93%-5125.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $465 | $4,163-88.8% | $3,324-86.0% | $4,837-90.4% |
| Participant deferral / active EE | $2,446 | $5,673-56.9% | $4,614-47.0% | $6,341-61.4% |
| Admin fee / account holder | $43 | $9,531-99.6% | $7,493-99.4% | $12,309-99.7% |