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 | $38,816 | $201,272-80.7% | $184,203-78.9% | $145,922-73.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 12.85% | 29.00%-16.1pp | 28.81%-16.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,103 | $7,022-84.3% | $6,427-82.8% | $4,660-76.3% |
| Participant deferral / active EE | $11,163 | $9,806+13.8% | $9,131+22.3% | $6,688+66.9% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |