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 | $146,861 | $110,809+32.5% | $86,874+69.1% | $167,490-12.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 9.70% | 116.98%-107.3pp | 63.52%-53.8pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,013 | $4,546+32.3% | $3,699+62.5% | $6,341-5.2% |
| Admin fee / account holder | $1 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |