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 | $59,602 | $103,376-42.3% | $87,100-31.6% | $152,861-61.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 64.00% | 28.10%+35.9pp | 28.19%+35.8pp | 345.32%-281.3pp |
| Employer contribution / active EE | $436 | $3,220-86.5% | $2,521-82.7% | $4,762-90.8% |
| Participant deferral / active EE | $1,575 | $4,778-67.0% | $4,049-61.1% | $5,850-73.1% |
| Admin fee / account holder | $1 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |