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 | $45,106 | $202,318-77.7% | $172,739-73.9% | $152,861-70.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.77% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,106 | $5,856-81.1% | $5,143-78.5% | $4,762-76.8% |
| Participant deferral / active EE | $5,125 | $5,948-13.8% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $192 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |