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 | $28,767 | $159,602-82.0% | $150,045-80.8% | $142,382-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.33% | 70.24%-40.9pp | 62.55%-33.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,649 | $8,310-8.0% | $7,997-4.4% | $6,507+17.5% |
| Admin fee / account holder | $32 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |