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 9-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 | $148,213 | $179,726-17.5% | $156,263-5.2% | $142,382+4.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 18.58% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $213 | $5,069-95.8% | $4,333-95.1% | $4,299-95.1% |
| Participant deferral / active EE | $7,177 | $6,956+3.2% | $6,158+16.5% | $6,507+10.3% |
| Admin fee / account holder | $128 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |