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 | $22,388 | $189,613-88.2% | $167,512-86.6% | $142,382-84.3% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 22.72% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $380 | $4,349-91.3% | $3,882-90.2% | $4,299-91.2% |
| Participant deferral / active EE | $3,455 | $6,981-50.5% | $6,405-46.1% | $6,507-46.9% |
| Admin fee / account holder | $22 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |