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 | $43,682 | $118,680-63.2% | $98,907-55.8% | $158,922-72.5% |
| Participation rate | 95.0% | 77.8%+17.2pp | 76.0%+19.0pp | 82.0%+13.0pp |
| Annual return | 16.25% | 372.35%-356.1pp | 196.43%-180.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $122 | $3,333-96.3% | $2,689-95.5% | $4,761-97.4% |
| Participant deferral / active EE | $1,506 | $5,088-70.4% | $4,244-64.5% | $5,982-74.8% |
| Admin fee / account holder | $48 | $10,131-99.5% | $6,642-99.3% | $11,246-99.6% |