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 | $43,192 | $217,402-80.1% | $185,823-76.8% | $167,490-74.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.32% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $959 | $5,873-83.7% | $5,167-81.4% | $4,837-80.2% |
| Participant deferral / active EE | $3,446 | $6,356-45.8% | $5,568-38.1% | $6,341-45.7% |
| Admin fee / account holder | $257 | $19,811-98.7% | $16,237-98.4% | $12,309-97.9% |