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 | $27,209 | $189,613-85.7% | $167,512-83.8% | $142,382-80.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.64% | 2024.68%-2008.0pp | 1615.79%-1599.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $486 | $4,349-88.8% | $3,882-87.5% | $4,299-88.7% |
| Participant deferral / active EE | $3,125 | $6,981-55.2% | $6,405-51.2% | $6,507-52.0% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |