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 | $27,127 | $179,726-84.9% | $156,263-82.6% | $142,382-80.9% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 21.41% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,034 | $5,069-79.6% | $4,333-76.1% | $4,299-75.9% |
| Participant deferral / active EE | $4,230 | $6,956-39.2% | $6,158-31.3% | $6,507-35.0% |
| Admin fee / account holder | $145 | $17,272-99.2% | $14,255-99.0% | $12,624-98.8% |