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 | $25,244 | $99,877-74.7% | $84,966-70.3% | $145,922-82.7% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 10.79% | 83.76%-73.0pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $345 | $3,231-89.3% | $2,727-87.4% | $4,660-92.6% |
| Participant deferral / active EE | $4,428 | $5,291-16.3% | $4,519-2.0% | $6,688-33.8% |
| Admin fee / account holder | $152 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |