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 | $90,381 | $104,251-13.3% | $91,001-0.7% | $147,584-38.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 20.48% | 27.06%-6.6pp | 4.60%+15.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $319 | $3,116-89.8% | $2,456-87.0% | $4,876-93.5% |
| Participant deferral / active EE | $4,186 | $4,195-0.2% | $3,547+18.0% | $5,439-23.0% |
| Admin fee / account holder | $2 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |