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 | $42,803 | $159,602-73.2% | $150,045-71.5% | $142,382-69.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 21.78% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,555 | $8,310+27.0% | $7,997+32.0% | $6,507+62.2% |
| Admin fee / account holder | $288 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |