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 | $56,385 | $201,272-72.0% | $184,203-69.4% | $145,922-61.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.55% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,681 | $9,806-42.1% | $9,131-37.8% | $6,688-15.1% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |