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 | $88,886 | $115,770-23.2% | $101,248-12.2% | $158,922-44.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 12.10% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $307 | $4,175-92.7% | $3,660-91.6% | $4,761-93.6% |
| Participant deferral / active EE | $3,065 | $4,957-38.2% | $4,370-29.9% | $5,982-48.8% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |