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 | $70,001 | $99,341-29.5% | $84,750-17.4% | $273,961-74.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.01% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $315 | $4,214-92.5% | $3,574-91.2% | $4,869-93.5% |
| Participant deferral / active EE | $3,148 | $4,269-26.3% | $3,712-15.2% | $5,287-40.5% |
| Admin fee / account holder | $240 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |