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 | $15,454 | $117,983-86.9% | $101,794-84.8% | $142,382-89.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 21.11% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $314 | $2,773-88.7% | $2,289-86.3% | $4,299-92.7% |
| Participant deferral / active EE | $2,416 | $4,714-48.7% | $4,084-40.8% | $6,507-62.9% |
| Admin fee / account holder | $73 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |