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 | $61,169 | $148,978-58.9% | $200,582-69.5% | $84,808-27.9% |
| Participation rate | 75.9% | 84.2%-8.4pp | 86.9%-11.0pp | 68.3%+7.6pp |
| Annual return | 18.07% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,549 | $7,142+33.7% | $9,331+2.3% | $4,212+126.7% |
| Admin fee / account holder | $71 | $13,977-99.5% | $16,305-99.6% | $7,344-99.0% |