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 | $2,895 | $74,888-96.1% | $71,209-95.9% | $142,382-98.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 25.28% | 345.14%-319.9pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $248 | $2,854-91.3% | $2,721-90.9% | $4,299-94.2% |
| Participant deferral / active EE | $912 | $4,454-79.5% | $4,175-78.2% | $6,507-86.0% |
| Admin fee / account holder | $289 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |