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 | $33,454 | $152,587-78.1% | $125,175-73.3% | $152,861-78.1% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 21.49% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $851 | $4,946-82.8% | $3,865-78.0% | $4,762-82.1% |
| Participant deferral / active EE | $5,248 | $5,868-10.6% | $4,937+6.3% | $5,850-10.3% |
| Admin fee / account holder | $229 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |