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 | $96,879 | $176,056-45.0% | $159,436-39.2% | $167,490-42.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.12% | 331.75%-305.6pp | 263.57%-237.4pp | 478.56%-452.4pp |
| Employer contribution / active EE | $931 | $5,297-82.4% | $4,829-80.7% | $4,837-80.8% |
| Participant deferral / active EE | $4,979 | $7,750-35.8% | $7,352-32.3% | $6,341-21.5% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |