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 8-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 | $50,467 | $183,519-72.5% | $155,509-67.5% | $145,922-65.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.79% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $190 | $5,313-96.4% | $4,672-95.9% | $4,660-95.9% |
| Participant deferral / active EE | $3,732 | $6,462-42.2% | $5,626-33.7% | $6,688-44.2% |
| Admin fee / account holder | $101 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |