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 | $58,129 | $96,484-39.8% | $75,886-23.4% | $152,861-62.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.4%-11.0pp |
| Annual return | 24.99% | 33.98%-9.0pp | 30.76%-5.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,741 | $4,553+4.1% | $3,603+31.6% | $5,850-19.0% |
| Admin fee / account holder | $19 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |