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 | $10,337 | $104,974-90.2% | $95,585-89.2% | $142,382-92.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 21.39% | 210.33%-188.9pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,700 | $4,352-15.0% | $4,023-8.0% | $6,507-43.1% |
| Admin fee / account holder | $32 | $6,386-99.5% | $6,127-99.5% | $12,624-99.7% |