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 | $45,252 | $90,348-49.9% | $75,972-40.4% | $145,922-69.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.85% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $233 | $3,311-93.0% | $2,685-91.3% | $4,660-95.0% |
| Participant deferral / active EE | $2,117 | $5,162-59.0% | $4,255-50.3% | $6,688-68.3% |
| Admin fee / account holder | $131 | $8,467-98.4% | $6,467-98.0% | $13,397-99.0% |