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 3-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 | $53,898 | $148,978-63.8% | $200,582-73.1% | $84,808-36.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 24.63% | 28.16%-3.5pp | 42.33%-17.7pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,429 | $7,142+130.0% | $9,331+76.1% | $4,212+290.1% |
| Admin fee / account holder | $52 | $13,977-99.6% | $16,305-99.7% | $7,344-99.3% |