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 9-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 | $53,037 | $209,832-74.7% | $189,513-72.0% | $167,490-68.3% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 22.48% | 748.27%-725.8pp | 555.15%-532.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,370 | $6,914-80.2% | $6,162-77.8% | $4,837-71.7% |
| Participant deferral / active EE | $6,433 | $8,935-28.0% | $8,221-21.8% | $6,341+1.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |