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 | $44,591 | $124,281-64.1% | $109,143-59.1% | $167,490-73.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $416 | $4,207-90.1% | $3,722-88.8% | $4,837-91.4% |
| Participant deferral / active EE | $2,924 | $5,255-44.4% | $4,653-37.2% | $6,341-53.9% |
| Admin fee / account holder | $79 | $7,970-99.0% | $6,752-98.8% | $12,309-99.4% |