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 | $47,203 | $98,240-52.0% | $82,313-42.7% | $147,584-68.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.97% | 30.85%-20.9pp | 25.88%-15.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $346 | $3,192-89.2% | $2,428-85.8% | $4,876-92.9% |
| Participant deferral / active EE | $2,250 | $4,383-48.7% | $3,706-39.3% | $5,439-58.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |