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 | $37,666 | $58,208-35.3% | $81,812-54.0% | $80,856-53.4% |
| Participation rate | 73.1% | 63.4%+9.7pp | 72.3%+0.7pp | 67.6%+5.4pp |
| Annual return | 11.29% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $182 | $2,340-92.2% | $2,912-93.7% | $2,755-93.4% |
| Participant deferral / active EE | $1,717 | $3,281-47.7% | $4,319-60.3% | $4,296-60.0% |
| Admin fee / account holder | $267 | $4,981-94.6% | $7,386-96.4% | $6,918-96.1% |