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 9-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 | $16,495 | $106,515-84.5% | $96,683-82.9% | $139,434-88.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.24% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,354 | $5,454-56.8% | $4,878-51.8% | $6,710-64.9% |
| Admin fee / account holder | $179 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |