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 8-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 | $40,584 | $159,602-74.6% | $150,045-73.0% | $142,382-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.52% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,674 | $8,310-67.8% | $7,997-66.6% | $6,507-58.9% |
| Admin fee / account holder | $289 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |