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 | $62,617 | $82,978-24.5% | $129,995-51.8% | $71,457-12.4% |
| Participation rate | 76.1% | 74.1%+2.1pp | 78.5%-2.3pp | 67.9%+8.2pp |
| Annual return | 15.87% | 20.60%-4.7pp | -137.18%+153.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,992 | $4,432-9.9% | $5,820-31.4% | $4,289-6.9% |
| Admin fee / account holder | $293 | $1,729-83.0% | $10,614-97.2% | $1,587-81.5% |