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 | $147,276 | $209,832-29.8% | $189,513-22.3% | $167,490-12.1% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 9.73% | 748.27%-738.5pp | 555.15%-545.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,395 | $8,935-50.8% | $8,221-46.5% | $6,341-30.7% |
| Admin fee / account holder | $76 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |