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 | $30,316 | $214,378-85.9% | $200,582-84.9% | $142,382-78.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 24.76% | 46.41%-21.6pp | 42.33%-17.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,354 | $6,841-80.2% | $6,419-78.9% | $4,299-68.5% |
| Participant deferral / active EE | $6,952 | $9,865-29.5% | $9,331-25.5% | $6,507+6.8% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |