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 | $30,580 | $99,918-69.4% | $81,382-62.4% | $145,922-79.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 15.76% | 34.32%-18.6pp | 24.73%-9.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,094 | $4,605+97.5% | $3,883+134.2% | $6,688+36.0% |
| Admin fee / account holder | $42 | $8,212-99.5% | $5,768-99.3% | $13,397-99.7% |