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 | $35,155 | $107,334-67.2% | $92,893-62.2% | $152,861-77.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 19.84% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $534 | $4,221-87.4% | $3,653-85.4% | $4,762-88.8% |
| Participant deferral / active EE | $1,534 | $4,845-68.3% | $4,236-63.8% | $5,850-73.8% |
| Admin fee / account holder | $194 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |