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 10-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 | $72,408 | $198,466-63.5% | $170,442-57.5% | $147,584-50.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.29% | 257.29%-235.0pp | 205.93%-183.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,071 | $6,184-82.7% | $5,433-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $4,128 | $5,629-26.7% | $4,939-16.4% | $5,439-24.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |