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 | $27,079 | $99,341-72.7% | $84,750-68.0% | $273,961-90.1% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.77% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,068 | $4,269-75.0% | $3,712-71.2% | $5,287-79.8% |
| Admin fee / account holder | $252 | $6,644-96.2% | $5,332-95.3% | $10,132-97.5% |