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 | $105,021 | $152,587-31.2% | $125,175-16.1% | $152,861-31.3% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 12.22% | 54.84%-42.6pp | 43.79%-31.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $684 | $4,946-86.2% | $3,865-82.3% | $4,762-85.6% |
| Participant deferral / active EE | $2,590 | $5,868-55.9% | $4,937-47.5% | $5,850-55.7% |
| Admin fee / account holder | $147 | $13,434-98.9% | $9,702-98.5% | $11,596-98.7% |