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 | $26,853 | $80,673-66.7% | $101,326-73.5% | $84,808-68.3% |
| Participation rate | 91.8% | 77.8%+14.0pp | 81.5%+10.3pp | 68.3%+23.5pp |
| Annual return | 55.32% | 38.95%+16.4pp | 36.82%+18.5pp | 40.90%+14.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,823 | $6,840+14.4% | $7,994-2.1% | $4,212+85.7% |
| Admin fee / account holder | $289 | $12,784-97.7% | $11,185-97.4% | $7,344-96.1% |