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 | $17,588 | $159,602-89.0% | $150,045-88.3% | $142,382-87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.30% | 70.24%-34.9pp | 62.55%-27.3pp | 217.08%-181.8pp |
| Employer contribution / active EE | $566 | $4,961-88.6% | $4,693-87.9% | $4,299-86.8% |
| Participant deferral / active EE | $8,165 | $8,310-1.7% | $7,997+2.1% | $6,507+25.5% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |