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 | $7,819 | $54,705-85.7% | $71,209-89.0% | $84,808-90.8% |
| Participation rate | 72.3% | 64.1%+8.3pp | 73.8%-1.4pp | 68.3%+4.0pp |
| Annual return | 20.43% | 35.90%-15.5pp | 282.51%-262.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $140 | $2,158-93.5% | $2,721-94.9% | $2,631-94.7% |
| Participant deferral / active EE | $673 | $3,030-77.8% | $4,175-83.9% | $4,212-84.0% |
| Admin fee / account holder | $29 | $4,863-99.4% | $5,349-99.5% | $7,344-99.6% |