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 | $31,664 | $118,680-73.3% | $98,907-68.0% | $158,922-80.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 18.90% | 372.35%-353.5pp | 196.43%-177.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $337 | $3,333-89.9% | $2,689-87.5% | $4,761-92.9% |
| Participant deferral / active EE | $2,090 | $5,088-58.9% | $4,244-50.7% | $5,982-65.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |