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 | $26,958 | $159,602-83.1% | $150,045-82.0% | $142,382-81.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 71.98% | 70.24%+1.7pp | 62.55%+9.4pp | 217.08%-145.1pp |
| Employer contribution / active EE | $784 | $4,961-84.2% | $4,693-83.3% | $4,299-81.8% |
| Participant deferral / active EE | $5,817 | $8,310-30.0% | $7,997-27.3% | $6,507-10.6% |
| Admin fee / account holder | $144 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |