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 | $84,491 | $109,817-23.1% | $98,442-14.2% | $167,490-49.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 13.00% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,693 | $4,673-63.8% | $4,276-60.4% | $6,341-73.3% |
| Admin fee / account holder | $93 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |