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 | $12,184 | $57,016-78.6% | $84,966-85.7% | $80,856-84.9% |
| Participation rate | 92.3% | 56.3%+36.0pp | 67.5%+24.8pp | 67.6%+24.7pp |
| Annual return | 18.79% | 21.66%-2.9pp | 66.38%-47.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,279 | $3,110+101.9% | $4,519+38.9% | $4,296+46.2% |
| Admin fee / account holder | $73 | $4,980-98.5% | $6,149-98.8% | $6,918-98.9% |