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 | $86,230 | $116,175-25.8% | $93,606-7.9% | $152,861-43.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.34% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $468 | $3,218-85.4% | $2,718-82.8% | $4,762-90.2% |
| Participant deferral / active EE | $5,450 | $4,603+18.4% | $4,069+34.0% | $5,850-6.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |