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 5-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 | $32,270 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.58% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,317 | $8,310+84.3% | $7,997+91.5% | $6,507+135.4% |
| Admin fee / account holder | $57 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |