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 | $37,827 | $112,881-66.5% | $90,951-58.4% | $158,922-76.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 13.66% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $219 | $2,893-92.4% | $2,122-89.7% | $4,761-95.4% |
| Participant deferral / active EE | $1,363 | $4,128-67.0% | $3,373-59.6% | $5,982-77.2% |
| Admin fee / account holder | $215 | $8,041-97.3% | $5,959-96.4% | $11,246-98.1% |