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 | $17,071 | $45,073-62.1% | $69,455-75.4% | $72,985-76.6% |
| Participation rate | 76.0% | 68.5%+7.5pp | 74.6%+1.4pp | 69.5%+6.5pp |
| Annual return | 24.36% | 22.65%+1.7pp | 28.97%-4.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $293 | $2,054-85.7% | $2,779-89.4% | $2,440-88.0% |
| Participant deferral / active EE | $1,875 | $2,602-27.9% | $3,535-47.0% | $3,607-48.0% |
| Admin fee / account holder | $242 | $3,056-92.1% | $3,839-93.7% | $5,124-95.3% |