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 3-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 | $65,986 | $179,726-63.3% | $156,263-57.8% | $142,382-53.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 21.25% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,908 | $6,956+56.8% | $6,158+77.1% | $6,507+67.6% |
| Admin fee / account holder | $122 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |