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 | $4,261 | $104,974-95.9% | $95,585-95.5% | $142,382-97.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 13.79% | 210.33%-196.5pp | 38.56%-24.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $192 | $2,779-93.1% | $2,527-92.4% | $4,299-95.5% |
| Participant deferral / active EE | $646 | $4,352-85.2% | $4,023-84.0% | $6,507-90.1% |
| Admin fee / account holder | $70 | $6,386-98.9% | $6,127-98.9% | $12,624-99.4% |