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 6-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 | $28,923 | $214,378-86.5% | $200,582-85.6% | $142,382-79.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.82% | 46.41%-18.6pp | 42.33%-14.5pp | 217.08%-189.3pp |
| Employer contribution / active EE | $760 | $6,841-88.9% | $6,419-88.2% | $4,299-82.3% |
| Participant deferral / active EE | $6,325 | $9,865-35.9% | $9,331-32.2% | $6,507-2.8% |
| Admin fee / account holder | $62 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |