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 | $39,896 | $183,519-78.3% | $155,509-74.3% | $145,922-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $968 | $5,313-81.8% | $4,672-79.3% | $4,660-79.2% |
| Participant deferral / active EE | $5,060 | $6,462-21.7% | $5,626-10.1% | $6,688-24.3% |
| Admin fee / account holder | $291 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |