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 | $60,052 | $57,354+4.7% | $83,848-28.4% | $64,186-6.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.21% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.4pp |
| Employer contribution / active EE | $366 | $2,545-85.6% | $3,631-89.9% | $2,381-84.6% |
| Participant deferral / active EE | $2,116 | $2,993-29.3% | $4,082-48.2% | $3,470-39.0% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |