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 4-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 | $53,422 | $159,602-66.5% | $150,045-64.4% | $142,382-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $813 | $4,961-83.6% | $4,693-82.7% | $4,299-81.1% |
| Participant deferral / active EE | $9,347 | $8,310+12.5% | $7,997+16.9% | $6,507+43.6% |
| Admin fee / account holder | $124 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |