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 | $15,701 | $39,122-59.9% | $57,179-72.5% | $62,891-75.0% |
| Participation rate | 81.7% | 70.5%+11.2pp | 75.3%+6.3pp | 69.3%+12.4pp |
| Annual return | 1.18% | 9.23%-8.1pp | 14.59%-13.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $265 | $1,874-85.9% | $2,682-90.1% | $2,281-88.4% |
| Participant deferral / active EE | $949 | $2,374-60.0% | $3,096-69.4% | $3,203-70.4% |
| Admin fee / account holder | $34 | $2,592-98.7% | $3,139-98.9% | $4,296-99.2% |