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 | $42,727 | $167,307-74.5% | $143,757-70.3% | $134,475-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.70% | 0.46%+1.2pp | -0.04%+1.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $866 | $5,619-84.6% | $4,951-82.5% | $4,740-81.7% |
| Participant deferral / active EE | $3,007 | $6,446-53.3% | $5,637-46.7% | $6,400-53.0% |
| Admin fee / account holder | $266 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |