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 | $80,037 | $110,261-27.4% | $95,745-16.4% | $139,434-42.6% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 21.84% | 27.11%-5.3pp | 28.35%-6.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,007 | $4,676+114.0% | $4,245+135.8% | $6,710+49.1% |
| Admin fee / account holder | $5 | $6,613-99.9% | $5,678-99.9% | $11,403-100.0% |