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 | $46,369 | $155,788-70.2% | $124,672-62.8% | $167,490-72.3% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 22.05% | 17.97%+4.1pp | 5142.93%-5120.9pp | 478.56%-456.5pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,552 | $5,673-37.4% | $4,614-23.0% | $6,341-44.0% |
| Admin fee / account holder | $297 | $9,531-96.9% | $7,493-96.0% | $12,309-97.6% |