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 10-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 | $39,003 | $162,781-76.0% | $133,956-70.9% | $158,922-75.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 12.81% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $920 | $4,975-81.5% | $3,919-76.5% | $4,761-80.7% |
| Participant deferral / active EE | $3,277 | $5,911-44.6% | $5,048-35.1% | $5,982-45.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |