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 | $107,943 | $181,894-40.7% | $156,549-31.0% | $273,961-60.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.49% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-30.0pp |
| Employer contribution / active EE | $911 | $6,248-85.4% | $5,501-83.4% | $4,869-81.3% |
| Participant deferral / active EE | $6,372 | $5,550+14.8% | $4,871+30.8% | $5,287+20.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |