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 | $47,184 | $127,264-62.9% | $109,895-57.1% | $167,490-71.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 12.45% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $783 | $4,514-82.7% | $4,048-80.7% | $6,341-87.7% |
| Admin fee / account holder | $286 | $7,114-96.0% | $6,066-95.3% | $12,309-97.7% |