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 | $26,631 | $111,754-76.2% | $103,333-74.2% | $145,922-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $763 | $4,212-81.9% | $3,868-80.3% | $4,660-83.6% |
| Participant deferral / active EE | $4,892 | $5,619-12.9% | $5,057-3.3% | $6,688-26.9% |
| Admin fee / account holder | $262 | $9,750-97.3% | $8,355-96.9% | $13,397-98.0% |