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 | $78,964 | $116,175-32.0% | $93,606-15.6% | $152,861-48.3% |
| Participation rate | 84.2% | 78.0%+6.2pp | 75.8%+8.4pp | 82.4%+1.8pp |
| Annual return | 21.92% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $395 | $3,218-87.7% | $2,718-85.5% | $4,762-91.7% |
| Participant deferral / active EE | $5,442 | $4,603+18.2% | $4,069+33.8% | $5,850-7.0% |
| Admin fee / account holder | $185 | $10,748-98.3% | $7,888-97.6% | $11,596-98.4% |