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 4-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 | $13,475 | $90,348-85.1% | $75,972-82.3% | $145,922-90.8% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 21.66% | 620.88%-599.2pp | 359.55%-337.9pp | 561.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,662 | $5,162-29.1% | $4,255-13.9% | $6,688-45.2% |
| Admin fee / account holder | $238 | $8,467-97.2% | $6,467-96.3% | $13,397-98.2% |