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 | $11,567 | $99,877-88.4% | $84,966-86.4% | $145,922-92.1% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-6.9pp |
| Annual return | 11.07% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,000 | $5,291-62.2% | $4,519-55.7% | $6,688-70.1% |
| Admin fee / account holder | $121 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |