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 | $115,739 | $95,803+20.8% | $113,168+2.3% | $84,808+36.5% |
| Participation rate | 75.8% | 72.9%+2.9pp | 76.6%-0.8pp | 68.3%+7.4pp |
| Annual return | 13.39% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $568 | $2,360-75.9% | $2,975-80.9% | $2,631-78.4% |
| Participant deferral / active EE | $3,058 | $4,242-27.9% | $5,107-40.1% | $4,212-27.4% |
| Admin fee / account holder | $86 | $8,989-99.0% | $12,068-99.3% | $7,344-98.8% |