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 | $21,138 | $175,202-87.9% | $149,673-85.9% | $139,434-84.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.92% | 166.71%-131.8pp | 134.42%-99.5pp | 372.94%-338.0pp |
| Employer contribution / active EE | $998 | $5,474-81.8% | $4,818-79.3% | $4,751-79.0% |
| Participant deferral / active EE | $6,355 | $6,519-2.5% | $5,680+11.9% | $6,710-5.3% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |