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 | $31,172 | $117,841-73.5% | $102,423-69.6% | $145,922-78.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.61% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,742 | $5,731+70.0% | $5,053+92.8% | $6,688+45.7% |
| Admin fee / account holder | $54 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |