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 9-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 | $34,241 | $214,378-84.0% | $200,582-82.9% | $142,382-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.65% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,349 | $6,841-80.3% | $6,419-79.0% | $4,299-68.6% |
| Participant deferral / active EE | $3,720 | $9,865-62.3% | $9,331-60.1% | $6,507-42.8% |
| Admin fee / account holder | $284 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |