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 | $73,528 | $90,590-18.8% | $90,782-19.0% | $135,375-45.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | 10.74% | -3.40%+14.1pp | -3.42%+14.2pp | 519.73%-509.0pp |
| Employer contribution / active EE | $484 | $4,352-88.9% | $4,105-88.2% | $4,779-89.9% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $7,683-99.8% | $5,908-99.7% | $10,827-99.9% |