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 | $33,605 | $172,478-80.5% | $145,661-76.9% | $142,382-76.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 22.51% | 151.09%-128.6pp | 101.46%-78.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,453 | $8,348+1.2% | $7,198+17.4% | $6,507+29.9% |
| Admin fee / account holder | $59 | $16,864-99.7% | $12,466-99.5% | $12,624-99.5% |