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 | $42,387 | $112,881-62.5% | $90,951-53.4% | $158,922-73.3% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 15.13% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $398 | $2,893-86.2% | $2,122-81.2% | $4,761-91.6% |
| Participant deferral / active EE | $1,594 | $4,128-61.4% | $3,373-52.7% | $5,982-73.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |