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 | $8,676 | $80,717-89.3% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 15.35% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | -$32 | $2,761-101.2% | $4,305-100.7% | $2,631-101.2% |
| Participant deferral / active EE | $2,704 | $3,303-18.1% | $5,540-51.2% | $4,212-35.8% |
| Admin fee / account holder | $271 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |