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 | $42,605 | $183,519-76.8% | $155,509-72.6% | $145,922-70.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.07% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $881 | $5,313-83.4% | $4,672-81.1% | $4,660-81.1% |
| Participant deferral / active EE | $11,013 | $6,462+70.4% | $5,626+95.7% | $6,688+64.7% |
| Admin fee / account holder | $47 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |