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 7-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 | $50,699 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $546 | $4,961-89.0% | $4,693-88.4% | $4,299-87.3% |
| Participant deferral / active EE | $4,071 | $8,310-51.0% | $7,997-49.1% | $6,507-37.4% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |