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 | $17,491 | $177,572-90.1% | $154,803-88.7% | $142,382-87.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.64% | 65.07%-27.4pp | 58.88%-21.2pp | 217.08%-179.4pp |
| Employer contribution / active EE | $773 | $4,810-83.9% | $4,305-82.0% | $4,299-82.0% |
| Participant deferral / active EE | $9,276 | $6,272+47.9% | $5,540+67.4% | $6,507+42.5% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |