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 | $28,793 | $107,452-73.2% | $91,541-68.5% | $142,382-79.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.54% | 22.06%+2.5pp | 20.50%+4.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $10 | $2,994-99.7% | $2,505-99.6% | $4,299-99.8% |
| Participant deferral / active EE | $8,037 | $4,754+69.1% | $4,008+100.5% | $6,507+23.5% |
| Admin fee / account holder | $38 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |