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 4-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 | $9,842 | $109,982-91.1% | $97,226-89.9% | $145,922-93.3% |
| Participation rate | 78.9% | 75.9%+3.0pp | 72.7%+6.3pp | 80.3%-1.3pp |
| Annual return | 16.42% | 242.90%-226.5pp | 75.13%-58.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,598 | $4,676-23.1% | $4,264-15.6% | $6,688-46.2% |
| Admin fee / account holder | $83 | $6,221-98.7% | $5,654-98.5% | $13,397-99.4% |