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 | $24,299 | $159,901-84.8% | $146,958-83.5% | $145,922-83.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 27.37% | 98.13%-70.8pp | 418.34%-391.0pp | 561.29%-533.9pp |
| Employer contribution / active EE | $723 | $5,286-86.3% | $4,933-85.4% | $4,660-84.5% |
| Participant deferral / active EE | $8,044 | $8,428-4.6% | $8,070-0.3% | $6,688+20.3% |
| Admin fee / account holder | $44 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |