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 | $10,361 | $74,888-86.2% | $71,209-85.4% | $142,382-92.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.35% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $386 | $2,854-86.5% | $2,721-85.8% | $4,299-91.0% |
| Participant deferral / active EE | $1,102 | $4,454-75.3% | $4,175-73.6% | $6,507-83.1% |
| Admin fee / account holder | $161 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |