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 8-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 | $20,524 | $112,881-81.8% | $90,951-77.4% | $158,922-87.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 21.35% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $155 | $2,893-94.7% | $2,122-92.7% | $4,761-96.8% |
| Participant deferral / active EE | $1,614 | $4,128-60.9% | $3,373-52.1% | $5,982-73.0% |
| Admin fee / account holder | $280 | $8,041-96.5% | $5,959-95.3% | $11,246-97.5% |