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 | $30,708 | $201,272-84.7% | $184,203-83.3% | $145,922-79.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.40% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,256 | $7,022-82.1% | $6,427-80.5% | $4,660-73.1% |
| Participant deferral / active EE | $9,113 | $9,806-7.1% | $9,131-0.2% | $6,688+36.3% |
| Admin fee / account holder | $77 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |