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 | $49,158 | $159,602-69.2% | $150,045-67.2% | $142,382-65.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.99% | 70.24%-46.2pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,223 | $8,310+23.0% | $7,997+27.8% | $6,507+57.1% |
| Admin fee / account holder | $90 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |