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 3-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 | $29,679 | $80,673-63.2% | $101,326-70.7% | $84,808-65.0% |
| Participation rate | 89.7% | 77.8%+11.9pp | 81.5%+8.2pp | 68.3%+21.3pp |
| Annual return | 41.98% | 38.95%+3.0pp | 36.82%+5.2pp | 40.90%+1.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,688 | $6,840+41.6% | $7,994+21.2% | $4,212+130.0% |
| Admin fee / account holder | $94 | $12,784-99.3% | $11,185-99.2% | $7,344-98.7% |