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 | $59,684 | $111,754-46.6% | $103,333-42.2% | $145,922-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $672 | $4,212-84.0% | $3,868-82.6% | $4,660-85.6% |
| Participant deferral / active EE | $3,380 | $5,619-39.8% | $5,057-33.2% | $6,688-49.5% |
| Admin fee / account holder | $182 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |