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 | $22,157 | $177,572-87.5% | $154,803-85.7% | $142,382-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.17% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $594 | $4,810-87.6% | $4,305-86.2% | $4,299-86.2% |
| Participant deferral / active EE | $5,075 | $6,272-19.1% | $5,540-8.4% | $6,507-22.0% |
| Admin fee / account holder | $288 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |