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 | $79,010 | $87,540-9.7% | $75,781+4.3% | $125,391-37.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.36% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,441 | $4,229+99.6% | $3,651+131.2% | $5,352+57.7% |
| Admin fee / account holder | $10 | $6,502-99.9% | $5,299-99.8% | $9,540-99.9% |