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 | $27,282 | $70,475-61.3% | $100,516-72.9% | $79,858-65.8% |
| Participation rate | 80.8% | 73.7%+7.1pp | 79.4%+1.4pp | 69.6%+11.1pp |
| Annual return | 38.65% | 21.90%+16.8pp | 30.89%+7.8pp | 31.71%+6.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,247 | $5,181+155.7% | $6,270+111.3% | $3,740+254.2% |
| Admin fee / account holder | $38 | $4,478-99.1% | $8,081-99.5% | $5,306-99.3% |