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 | $36,226 | $87,841-58.8% | $133,980-73.0% | $62,891-42.4% |
| Participation rate | 74.2% | 83.4%-9.2pp | 87.1%-12.9pp | 69.3%+4.9pp |
| Annual return | 10.74% | 12.05%-1.3pp | 29.30%-18.6pp | 20.14%-9.4pp |
| Employer contribution / active EE | $484 | $3,483-86.1% | $5,211-90.7% | $2,281-78.8% |
| Participant deferral / active EE | $5,869 | $4,812+22.0% | $6,282-6.6% | $3,203+83.2% |
| Admin fee / account holder | $291 | $5,371-94.6% | $9,324-96.9% | $4,296-93.2% |