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 6-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 | $20,779 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.35% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $851 | $4,810-82.3% | $4,305-80.2% | $4,299-80.2% |
| Participant deferral / active EE | $7,772 | $6,272+23.9% | $5,540+40.3% | $6,507+19.4% |
| Admin fee / account holder | $244 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |