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 3-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 | $43,800 | $177,572-75.3% | $154,803-71.7% | $142,382-69.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 29.96% | 65.07%-35.1pp | 58.88%-28.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $299 | $4,810-93.8% | $4,305-93.1% | $4,299-93.0% |
| Participant deferral / active EE | $9,882 | $6,272+57.6% | $5,540+78.4% | $6,507+51.9% |
| Admin fee / account holder | $217 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |