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 | $47,549 | $217,402-78.1% | $185,823-74.4% | $167,490-71.6% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.83% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4 | $5,873-99.9% | $5,167-99.9% | $4,837-99.9% |
| Participant deferral / active EE | $5,970 | $6,356-6.1% | $5,568+7.2% | $6,341-5.9% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |