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 | $100,732 | $201,272-50.0% | $184,203-45.3% | $145,922-31.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.62% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,236 | $7,022-82.4% | $6,427-80.8% | $4,660-73.5% |
| Participant deferral / active EE | $4,128 | $9,806-57.9% | $9,131-54.8% | $6,688-38.3% |
| Admin fee / account holder | $292 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |