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 | $61,417 | $185,822-66.9% | $169,993-63.9% | $139,434-56.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.97% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,347 | $7,590-82.2% | $6,785-80.1% | $4,751-71.6% |
| Participant deferral / active EE | $4,167 | $11,622-64.1% | $10,408-60.0% | $6,710-37.9% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |