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 | $80,736 | $183,963-56.1% | $162,163-50.2% | $152,861-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.16% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,302 | $6,371-79.6% | $5,614-76.8% | $4,762-72.7% |
| Participant deferral / active EE | $4,775 | $8,034-40.6% | $7,298-34.6% | $5,850-18.4% |
| Admin fee / account holder | $155 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |