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 | $24,301 | $127,065-80.9% | $113,168-78.5% | $142,382-82.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 22.78% | 24.03%-1.2pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,984 | $5,716+22.2% | $5,107+36.8% | $6,507+7.3% |
| Admin fee / account holder | $59 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |