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 5-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 | $46,613 | $214,378-78.3% | $200,582-76.8% | $142,382-67.3% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 18.95% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,000 | $9,865-18.9% | $9,331-14.3% | $6,507+22.9% |
| Admin fee / account holder | $212 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |