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 | $27,754 | $94,338-70.6% | $100,534-72.4% | $142,382-80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 93.01% | 29.20%+63.8pp | 32.66%+60.3pp | 217.08%-124.1pp |
| Employer contribution / active EE | $761 | $4,237-82.0% | $4,346-82.5% | $4,299-82.3% |
| Participant deferral / active EE | $18,470 | $5,934+211.2% | $6,144+200.6% | $6,507+183.8% |
| Admin fee / account holder | $159 | $8,421-98.1% | $7,654-97.9% | $12,624-98.7% |