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 | $16,514 | $183,519-91.0% | $155,509-89.4% | $145,922-88.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.15% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $968 | $5,313-81.8% | $4,672-79.3% | $4,660-79.2% |
| Participant deferral / active EE | $3,355 | $6,462-48.1% | $5,626-40.4% | $6,688-49.8% |
| Admin fee / account holder | $160 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |