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 5-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 | $24,925 | $183,519-86.4% | $155,509-84.0% | $145,922-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,024 | $5,313-80.7% | $4,672-78.1% | $4,660-78.0% |
| Participant deferral / active EE | $4,781 | $6,462-26.0% | $5,626-15.0% | $6,688-28.5% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |