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 10-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 | $86,199 | $197,591-56.4% | $177,821-51.5% | $158,922-45.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.51% | 58.76%-48.2pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $868 | $6,697-87.0% | $5,918-85.3% | $4,761-81.8% |
| Participant deferral / active EE | $6,400 | $8,405-23.9% | $7,714-17.0% | $5,982+7.0% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |