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 6-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 | $19,605 | $148,534-86.8% | $135,903-85.6% | $139,434-85.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 2725.07% | 79.19%+2645.9pp | 68.23%+2656.8pp | 372.94%+2352.1pp |
| Employer contribution / active EE | $889 | $5,243-83.0% | $4,856-81.7% | $4,751-81.3% |
| Participant deferral / active EE | $2,617 | $8,100-67.7% | $7,758-66.3% | $6,710-61.0% |
| Admin fee / account holder | $299 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |