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 | $55,334 | $210,648-73.7% | $177,989-68.9% | $145,922-62.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.61% | 385.86%-372.2pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $451 | $4,565-90.1% | $3,949-88.6% | $4,660-90.3% |
| Participant deferral / active EE | $1,588 | $6,958-77.2% | $6,276-74.7% | $6,688-76.3% |
| Admin fee / account holder | $291 | $12,013-97.6% | $10,363-97.2% | $13,397-97.8% |