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 | $58,426 | $115,882-49.6% | $100,516-41.9% | $158,922-63.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 11.46% | 34.79%-23.3pp | 30.89%-19.4pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,489 | $6,674-32.7% | $6,270-28.4% | $5,982-25.0% |
| Admin fee / account holder | $154 | $10,995-98.6% | $8,081-98.1% | $11,246-98.6% |