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 | $31,303 | $167,484-81.3% | $151,611-79.4% | $134,475-76.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.67% | 7.80%-7.1pp | 3.33%-2.7pp | 417.96%-417.3pp |
| Employer contribution / active EE | $1,153 | $6,829-83.1% | $6,166-81.3% | $4,740-75.7% |
| Participant deferral / active EE | $7,622 | $8,986-15.2% | $8,363-8.9% | $6,400+19.1% |
| Admin fee / account holder | $215 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |