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 | $12,169 | $117,983-89.7% | $101,794-88.0% | $142,382-91.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 17.57% | 36.92%-19.3pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,479 | $4,714-68.6% | $4,084-63.8% | $6,507-77.3% |
| Admin fee / account holder | $105 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |