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 | $50,239 | $127,386-60.6% | $115,037-56.3% | $125,391-59.9% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 1.45% | 31.28%-29.8pp | 26.14%-24.7pp | 282.22%-280.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,880 | $6,423-39.6% | $6,026-35.6% | $5,352-27.5% |
| Admin fee / account holder | $159 | $9,516-98.3% | $8,175-98.1% | $9,540-98.3% |