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 | $43,202 | $197,591-78.1% | $177,821-75.7% | $158,922-72.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.89% | 58.76%-34.9pp | 48.32%-24.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $654 | $6,697-90.2% | $5,918-88.9% | $4,761-86.3% |
| Participant deferral / active EE | $12,986 | $8,405+54.5% | $7,714+68.3% | $5,982+117.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |