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 | $143,511 | $109,881+30.6% | $150,045-4.4% | $84,808+69.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $544 | $3,561-84.7% | $4,693-88.4% | $2,631-79.3% |
| Participant deferral / active EE | $4,174 | $6,636-37.1% | $7,997-47.8% | $4,212-0.9% |
| Admin fee / account holder | $109 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |