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 | $30,633 | $201,272-84.8% | $184,203-83.4% | $145,922-79.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.28% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,950 | $9,806+21.9% | $9,131+30.9% | $6,688+78.7% |
| Admin fee / account holder | $110 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |