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 | $25,070 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.36% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,294 | $6,841-81.1% | $6,419-79.8% | $4,299-69.9% |
| Participant deferral / active EE | $3,985 | $9,865-59.6% | $9,331-57.3% | $6,507-38.8% |
| Admin fee / account holder | $172 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |