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 | $65,800 | $197,591-66.7% | $177,821-63.0% | $158,922-58.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.25% | 58.76%-40.5pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,042 | $6,697-84.4% | $5,918-82.4% | $4,761-78.1% |
| Participant deferral / active EE | $5,050 | $8,405-39.9% | $7,714-34.5% | $5,982-15.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |