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 | $38,619 | $117,841-67.2% | $102,423-62.3% | $145,922-73.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 15.57% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,162 | $5,731+147.1% | $5,053+180.3% | $6,688+111.8% |
| Admin fee / account holder | $265 | $13,326-98.0% | $9,451-97.2% | $13,397-98.0% |