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 | $31,819 | $177,572-82.1% | $154,803-79.4% | $142,382-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.65% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $768 | $4,810-84.0% | $4,305-82.2% | $4,299-82.1% |
| Participant deferral / active EE | $4,129 | $6,272-34.2% | $5,540-25.5% | $6,507-36.6% |
| Admin fee / account holder | $193 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |