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 7-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 | $63,292 | $111,754-43.4% | $103,333-38.7% | $145,922-56.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.30% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $329 | $4,212-92.2% | $3,868-91.5% | $4,660-92.9% |
| Participant deferral / active EE | $4,790 | $5,619-14.7% | $5,057-5.3% | $6,688-28.4% |
| Admin fee / account holder | $83 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |