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 | $133,109 | $102,828+29.4% | $105,387+26.3% | $152,861-12.9% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.6%-9.8pp | 82.4%-9.7pp |
| Annual return | 25.89% | 20.85%+5.0pp | 26.82%-0.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $743 | $4,473-83.4% | $4,213-82.4% | $4,762-84.4% |
| Participant deferral / active EE | $3,164 | $5,465-42.1% | $5,502-42.5% | $5,850-45.9% |
| Admin fee / account holder | $8 | $8,683-99.9% | $6,559-99.9% | $11,596-99.9% |