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 3-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 | $31,209 | $99,877-68.8% | $84,966-63.3% | $145,922-78.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 9.15% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $317 | $3,231-90.2% | $2,727-88.4% | $4,660-93.2% |
| Participant deferral / active EE | $4,357 | $5,291-17.6% | $4,519-3.6% | $6,688-34.8% |
| Admin fee / account holder | $28 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |