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 | $40,994 | $103,376-60.3% | $87,100-52.9% | $152,861-73.2% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 22.94% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $523 | $3,220-83.8% | $2,521-79.2% | $4,762-89.0% |
| Participant deferral / active EE | $4,895 | $4,778+2.4% | $4,049+20.9% | $5,850-16.3% |
| Admin fee / account holder | $191 | $12,205-98.4% | $7,497-97.5% | $11,596-98.4% |