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 | $26,553 | $99,341-73.3% | $84,750-68.7% | $273,961-90.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 16.18% | 22.93%-6.8pp | 22.78%-6.6pp | 41.45%-25.3pp |
| Employer contribution / active EE | $534 | $4,214-87.3% | $3,574-85.1% | $4,869-89.0% |
| Participant deferral / active EE | $1,082 | $4,269-74.7% | $3,712-70.9% | $5,287-79.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |