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 8-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 | $33,225 | $58,577-43.3% | $83,333-60.1% | $64,186-48.2% |
| Participation rate | 76.0% | 72.0%+4.0pp | 77.8%-1.8pp | 69.6%+6.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,435 | $4,654-26.2% | $5,565-38.3% | $3,470-1.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |