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 | $142,500 | $99,341+43.4% | $84,750+68.1% | $273,961-48.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.29% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $21,000 | $4,269+391.9% | $3,712+465.8% | $5,287+297.2% |
| Admin fee / account holder | $139 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |