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 | $13,136 | $111,754-88.2% | $103,333-87.3% | $145,922-91.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.35% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $519 | $4,212-87.7% | $3,868-86.6% | $4,660-88.9% |
| Participant deferral / active EE | $1,829 | $5,619-67.4% | $5,057-63.8% | $6,688-72.6% |
| Admin fee / account holder | $183 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |