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 | $56,793 | $162,781-65.1% | $133,956-57.6% | $158,922-64.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.12% | 41.94%-23.8pp | 45.09%-27.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $876 | $4,975-82.4% | $3,919-77.7% | $4,761-81.6% |
| Participant deferral / active EE | $2,171 | $5,911-63.3% | $5,048-57.0% | $5,982-63.7% |
| Admin fee / account holder | $15 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |