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 | $71,394 | $115,770-38.3% | $101,248-29.5% | $158,922-55.1% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 14.78% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $406 | $4,175-90.3% | $3,660-88.9% | $4,761-91.5% |
| Participant deferral / active EE | $3,589 | $4,957-27.6% | $4,370-17.9% | $5,982-40.0% |
| Admin fee / account holder | $217 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |