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 5-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 | $39,476 | $165,984-76.2% | $164,813-76.0% | $145,922-72.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 100.92% | 100.03%+0.9pp | 69.93%+31.0pp | 561.29%-460.4pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,067 | $6,959-55.9% | $6,031-49.1% | $6,688-54.1% |
| Admin fee / account holder | $17 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |