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 | $20,284 | $63,355-68.0% | $91,989-77.9% | $72,985-72.2% |
| Participation rate | 90.2% | 72.5%+17.7pp | 78.6%+11.6pp | 69.5%+20.7pp |
| Annual return | 54.81% | 35.35%+19.5pp | 69.02%-14.2pp | 81.00%-26.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,677 | $4,883+77.7% | $5,923+46.5% | $3,607+140.5% |
| Admin fee / account holder | $98 | $4,668-97.9% | $7,743-98.7% | $5,124-98.1% |