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 3-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 | $13,901 | $100,773-86.2% | $88,946-84.4% | $142,382-90.2% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 20.97% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,112 | $5,230-2.3% | $4,581+11.6% | $6,507-21.4% |
| Admin fee / account holder | $162 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |