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 | $44,328 | $84,233-47.4% | $170,442-74.0% | $70,131-36.8% |
| Participation rate | 91.4% | 70.8%+20.6pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 19.26% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,146 | $3,086-30.5% | $4,939-56.6% | $3,332-35.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |