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 | $58,024 | $63,355-8.4% | $91,989-36.9% | $72,985-20.5% |
| Participation rate | 73.2% | 72.5%+0.7pp | 78.6%-5.5pp | 69.5%+3.7pp |
| Annual return | 23.79% | 35.35%-11.6pp | 69.02%-45.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,476 | $4,883-28.8% | $5,923-41.3% | $3,607-3.6% |
| Admin fee / account holder | $187 | $4,668-96.0% | $7,743-97.6% | $5,124-96.4% |