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 | $59,387 | $197,591-69.9% | $177,821-66.6% | $158,922-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.34% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,064 | $6,697-84.1% | $5,918-82.0% | $4,761-77.7% |
| Participant deferral / active EE | $3,375 | $8,405-59.8% | $7,714-56.3% | $5,982-43.6% |
| Admin fee / account holder | $92 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |