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 6-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 | $29,070 | $179,726-83.8% | $156,263-81.4% | $142,382-79.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 26.09% | 77.86%-51.8pp | 59.47%-33.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $708 | $5,069-86.0% | $4,333-83.7% | $4,299-83.5% |
| Participant deferral / active EE | $12,993 | $6,956+86.8% | $6,158+111.0% | $6,507+99.7% |
| Admin fee / account holder | $66 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |