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 | $92,329 | $99,341-7.1% | $84,750+8.9% | $273,961-66.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.90% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $60 | $4,214-98.6% | $3,574-98.3% | $4,869-98.8% |
| Participant deferral / active EE | $8,783 | $4,269+105.7% | $3,712+136.6% | $5,287+66.1% |
| Admin fee / account holder | $10 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |