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 5-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 | $8,415 | $60,892-86.2% | $82,389-89.8% | $84,808-90.1% |
| Participation rate | 93.1% | 63.3%+29.8pp | 69.5%+23.6pp | 68.3%+24.8pp |
| Annual return | 14.53% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,479 | $3,179-22.0% | $4,155-40.3% | $4,212-41.1% |
| Admin fee / account holder | $281 | $5,467-94.9% | $7,231-96.1% | $7,344-96.2% |