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 5-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 | $37,862 | $80,717-53.1% | $154,803-75.5% | $84,808-55.4% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 31.88% | 37.96%-6.1pp | 58.88%-27.0pp | 40.90%-9.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,132 | $3,303+115.9% | $5,540+28.7% | $4,212+69.3% |
| Admin fee / account holder | $189 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |