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 | $12,665 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 21.94% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,598 | $4,714-2.5% | $4,084+12.6% | $6,507-29.3% |
| Admin fee / account holder | $149 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |