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 4-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 | $47,045 | $126,574-62.8% | $106,213-55.7% | $145,922-67.8% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 15.60% | 224.79%-209.2pp | 116.14%-100.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,515 | $5,724+171.1% | $5,016+209.3% | $6,688+132.0% |
| Admin fee / account holder | $264 | $17,304-98.5% | $11,033-97.6% | $13,397-98.0% |