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 | $36,811 | $172,478-78.7% | $145,661-74.7% | $142,382-74.1% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.2%-7.2pp | 80.1%-10.1pp |
| Annual return | 18.58% | 151.09%-132.5pp | 101.46%-82.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,487 | $8,348+37.6% | $7,198+59.6% | $6,507+76.5% |
| Admin fee / account holder | $277 | $16,864-98.4% | $12,466-97.8% | $12,624-97.8% |