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 | $20,792 | $175,202-88.1% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.86% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $748 | $5,474-86.3% | $4,818-84.5% | $4,751-84.3% |
| Participant deferral / active EE | $1,947 | $6,519-70.1% | $5,680-65.7% | $6,710-71.0% |
| Admin fee / account holder | $133 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |