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 7-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 | $18,891 | $80,717-76.6% | $154,803-87.8% | $84,808-77.7% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 19.57% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,697 | $3,303-18.3% | $5,540-51.3% | $4,212-36.0% |
| Admin fee / account holder | $285 | $6,746-95.8% | $14,329-98.0% | $7,344-96.1% |