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 10-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 | $74,818 | $62,586+19.5% | $76,768-2.5% | $64,186+16.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -5.41% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $254 | $1,832-86.1% | $2,485-89.8% | $2,381-89.3% |
| Participant deferral / active EE | $3,007 | $3,145-4.4% | $3,852-21.9% | $3,470-13.3% |
| Admin fee / account holder | $16 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |