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 | $32,821 | $110,257-70.2% | $96,544-66.0% | $139,434-76.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 19.79% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,869 | $5,548-48.3% | $4,851-40.9% | $6,710-57.2% |
| Admin fee / account holder | $83 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |