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 | $45,925 | $127,065-63.9% | $113,168-59.4% | $142,382-67.7% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 22.51% | 24.03%-1.5pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,560 | $5,716+154.7% | $5,107+185.1% | $6,507+123.8% |
| Admin fee / account holder | $159 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |