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 | $63,983 | $167,484-61.8% | $151,611-57.8% | $134,475-52.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.40% | 7.80%-7.4pp | 3.33%-2.9pp | 417.96%-417.6pp |
| Employer contribution / active EE | $1,212 | $6,829-82.2% | $6,166-80.3% | $4,740-74.4% |
| Participant deferral / active EE | $9,648 | $8,986+7.4% | $8,363+15.4% | $6,400+50.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |