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 | $30,484 | $111,301-72.6% | $112,977-73.0% | $158,922-80.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.6%+7.4pp | 82.0%+8.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $948 | $4,471-78.8% | $4,255-77.7% | $4,761-80.1% |
| Participant deferral / active EE | $2,073 | $5,880-64.7% | $5,836-64.5% | $5,982-65.3% |
| Admin fee / account holder | $218 | $8,392-97.4% | $6,294-96.5% | $11,246-98.1% |