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 6-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 | $26,104 | $124,281-79.0% | $109,143-76.1% | $167,490-84.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 34.72% | 26.04%+8.7pp | 25.75%+9.0pp | 478.56%-443.8pp |
| Employer contribution / active EE | $733 | $4,207-82.6% | $3,722-80.3% | $4,837-84.8% |
| Participant deferral / active EE | $3,936 | $5,255-25.1% | $4,653-15.4% | $6,341-37.9% |
| Admin fee / account holder | $55 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |