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 3-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 | $16,803 | $189,613-91.1% | $167,512-90.0% | $142,382-88.2% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 25.75% | 2024.68%-1998.9pp | 1615.79%-1590.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $14 | $4,349-99.7% | $3,882-99.6% | $4,299-99.7% |
| Participant deferral / active EE | $5,326 | $6,981-23.7% | $6,405-16.8% | $6,507-18.2% |
| Admin fee / account holder | $26 | $10,528-99.8% | $9,769-99.7% | $12,624-99.8% |