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 | $63,965 | $95,266-32.9% | $82,389-22.4% | $142,382-55.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 16.98% | 25.74%-8.8pp | 28.67%-11.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $500 | $2,991-83.3% | $2,517-80.1% | $4,299-88.4% |
| Participant deferral / active EE | $7,200 | $4,809+49.7% | $4,155+73.3% | $6,507+10.6% |
| Admin fee / account holder | $285 | $8,563-96.7% | $7,231-96.1% | $12,624-97.7% |