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 4-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 | $18,959 | $105,126-82.0% | $94,646-80.0% | $139,434-86.4% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 27.30% | 38.03%-10.7pp | 156.71%-129.4pp | 372.94%-345.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,246 | $7,599+34.8% | $7,418+38.1% | $6,710+52.7% |
| Admin fee / account holder | $214 | $8,984-97.6% | $7,231-97.0% | $11,403-98.1% |