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 | $74,735 | $117,381-36.3% | $99,443-24.8% | $152,861-51.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 31.45% | 31.87%-0.4pp | 30.72%+0.7pp | 345.32%-313.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,071 | $4,086-49.3% | $3,619-42.8% | $5,850-64.6% |
| Admin fee / account holder | $198 | $7,631-97.4% | $6,250-96.8% | $11,596-98.3% |