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 5-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 | $31,335 | $52,379-40.2% | $46,225-32.2% | $273,961-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 3.70% | 7.23%-3.5pp | 7.57%-3.9pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,697 | $4,660-42.1% | $3,776-28.6% | $5,287-49.0% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,132-100.0% |