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 | $69,399 | $114,381-39.3% | $107,525-35.5% | $142,382-51.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.70% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $113 | $4,015-97.2% | $3,754-97.0% | $4,299-97.4% |
| Participant deferral / active EE | $6,814 | $5,564+22.5% | $5,116+33.2% | $6,507+4.7% |
| Admin fee / account holder | $290 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |