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 | $39,291 | $140,588-72.1% | $123,104-68.1% | $125,391-68.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 0.89% | 16.80%-15.9pp | 13.22%-12.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $882 | $6,041-85.4% | $5,151-82.9% | $4,866-81.9% |
| Participant deferral / active EE | $2,380 | $6,980-65.9% | $6,230-61.8% | $5,352-55.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |