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 | $42,933 | $157,256-72.7% | $141,162-69.6% | $152,861-71.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 30.36% | 64.32%-34.0pp | 71.39%-41.0pp | 345.32%-315.0pp |
| Employer contribution / active EE | $715 | $5,261-86.4% | $4,735-84.9% | $4,762-85.0% |
| Participant deferral / active EE | $14,726 | $7,109+107.1% | $6,709+119.5% | $5,850+151.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |