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 3-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 | $19,217 | $106,584-82.0% | $101,326-81.0% | $142,382-86.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 61.58% | 36.93%+24.7pp | 36.82%+24.8pp | 217.08%-155.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,711 | $8,297-7.1% | $7,994-3.5% | $6,507+18.5% |
| Admin fee / account holder | $37 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |