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 8-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 | $101,117 | $123,793-18.3% | $177,821-43.1% | $79,858+26.6% |
| Participation rate | 73.2% | 84.7%-11.5pp | 87.7%-14.6pp | 69.6%+3.5pp |
| Annual return | 20.54% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $716 | $4,095-82.5% | $5,918-87.9% | $2,471-71.0% |
| Participant deferral / active EE | $5,507 | $5,956-7.5% | $7,714-28.6% | $3,740+47.2% |
| Admin fee / account holder | $29 | $7,243-99.6% | $12,427-99.8% | $5,306-99.5% |