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 5-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 | $18,819 | $183,519-89.7% | $155,509-87.9% | $145,922-87.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 11.88% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $907 | $5,313-82.9% | $4,672-80.6% | $4,660-80.5% |
| Participant deferral / active EE | $2,333 | $6,462-63.9% | $5,626-58.5% | $6,688-65.1% |
| Admin fee / account holder | $267 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |