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 | $26,165 | $183,519-85.7% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 10.28% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $768 | $5,313-85.5% | $4,672-83.6% | $4,660-83.5% |
| Participant deferral / active EE | $2,005 | $6,462-69.0% | $5,626-64.4% | $6,688-70.0% |
| Admin fee / account holder | $196 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |