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 | $54,965 | $111,754-50.8% | $103,333-46.8% | $145,922-62.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.87% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $460 | $4,212-89.1% | $3,868-88.1% | $4,660-90.1% |
| Participant deferral / active EE | $5,660 | $5,619+0.7% | $5,057+11.9% | $6,688-15.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |