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 | $28,927 | $185,822-84.4% | $169,993-83.0% | $139,434-79.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 50.59% | 60.50%-9.9pp | 53.37%-2.8pp | 372.94%-322.4pp |
| Employer contribution / active EE | $1,319 | $7,590-82.6% | $6,785-80.6% | $4,751-72.2% |
| Participant deferral / active EE | $7,638 | $11,622-34.3% | $10,408-26.6% | $6,710+13.8% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |