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 | $74,547 | $88,707-16.0% | $74,183+0.5% | $273,961-72.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 2.53% | 11.94%-9.4pp | 17.74%-15.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $423 | $3,159-86.6% | $2,370-82.1% | $4,869-91.3% |
| Participant deferral / active EE | $1,693 | $4,212-59.8% | $3,550-52.3% | $5,287-68.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |