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 7-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 | $35,532 | $80,673-56.0% | $101,326-64.9% | $84,808-58.1% |
| Participation rate | 88.6% | 77.8%+10.9pp | 81.5%+7.1pp | 68.3%+20.3pp |
| Annual return | 34.59% | 38.95%-4.4pp | 36.82%-2.2pp | 40.90%-6.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,787 | $6,840-15.4% | $7,994-27.6% | $4,212+37.4% |
| Admin fee / account holder | $184 | $12,784-98.6% | $11,185-98.4% | $7,344-97.5% |