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 | $29,485 | $88,707-66.8% | $74,183-60.3% | $273,961-89.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.67% | 11.94%-2.3pp | 17.74%-8.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $154 | $3,159-95.1% | $2,370-93.5% | $4,869-96.8% |
| Participant deferral / active EE | $8,699 | $4,212+106.6% | $3,550+145.1% | $5,287+64.5% |
| Admin fee / account holder | $254 | $8,717-97.1% | $5,586-95.5% | $10,132-97.5% |