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 | $43,679 | $201,272-78.3% | $184,203-76.3% | $145,922-70.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.79% | 29.00%+0.8pp | 28.81%+1.0pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,401 | $7,022-80.1% | $6,427-78.2% | $4,660-69.9% |
| Participant deferral / active EE | $10,788 | $9,806+10.0% | $9,131+18.1% | $6,688+61.3% |
| Admin fee / account holder | $145 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |