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 7-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 | $68,407 | $111,724-38.8% | $93,606-26.9% | $145,922-53.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.90% | 202.98%-188.1pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $413 | $3,090-86.6% | $2,420-82.9% | $4,660-91.1% |
| Participant deferral / active EE | $10,012 | $4,912+103.8% | $4,411+127.0% | $6,688+49.7% |
| Admin fee / account holder | $292 | $10,250-97.2% | $8,285-96.5% | $13,397-97.8% |