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 | $29,467 | $78,705-62.6% | $117,854-75.0% | $70,131-58.0% |
| Participation rate | 73.4% | 73.2%+0.2pp | 79.7%-6.2pp | 69.5%+3.9pp |
| Annual return | 13.67% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,909 | $3,297-42.1% | $4,482-57.4% | $3,332-42.7% |
| Admin fee / account holder | $193 | $5,065-96.2% | $8,020-97.6% | $4,645-95.8% |