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 | $83,960 | $113,935-26.3% | $94,224-10.9% | $125,391-33.0% |
| Participation rate | 91.3% | 82.9%+8.4pp | 78.8%+12.5pp | 83.2%+8.1pp |
| Annual return | 38.13% | 5.29%+32.8pp | 10.68%+27.4pp | 282.22%-244.1pp |
| Employer contribution / active EE | $387 | $4,727-91.8% | $3,587-89.2% | $4,866-92.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $119 | $8,391-98.6% | $6,269-98.1% | $9,540-98.8% |