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 6-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 | $88,602 | $59,839+48.1% | $81,983+8.1% | $79,858+10.9% |
| Participation rate | 83.6% | 61.6%+22.0pp | 69.2%+14.4pp | 69.6%+14.0pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,509 | $2,695-6.9% | $3,722-32.6% | $3,740-32.9% |
| Admin fee / account holder | $122 | $4,287-97.2% | $5,664-97.8% | $5,306-97.7% |