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 | $115,933 | $165,335-29.9% | $149,696-22.6% | $158,922-27.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.12% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $206 | $5,103-96.0% | $4,644-95.6% | $4,761-95.7% |
| Participant deferral / active EE | $2,792 | $7,181-61.1% | $6,842-59.2% | $5,982-53.3% |
| Admin fee / account holder | $286 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |