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 6-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 | $11,406 | $104,974-89.1% | $95,585-88.1% | $142,382-92.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 20.28% | 210.33%-190.0pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,822 | $4,352-35.2% | $4,023-29.8% | $6,507-56.6% |
| Admin fee / account holder | $248 | $6,386-96.1% | $6,127-96.0% | $12,624-98.0% |