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 | $56,135 | $88,707-36.7% | $74,183-24.3% | $273,961-79.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.51% | 11.94%-6.4pp | 17.74%-12.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $348 | $3,159-89.0% | $2,370-85.3% | $4,869-92.8% |
| Participant deferral / active EE | $2,968 | $4,212-29.5% | $3,550-16.4% | $5,287-43.9% |
| Admin fee / account holder | $201 | $8,717-97.7% | $5,586-96.4% | $10,132-98.0% |