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 | $81,257 | $83,337-2.5% | $67,834+19.8% | $273,961-70.3% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 8.25% | 259.45%-251.2pp | 138.47%-130.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,543 | $4,088+11.1% | $3,160+43.8% | $5,287-14.1% |
| Admin fee / account holder | $198 | $6,752-97.1% | $4,622-95.7% | $10,132-98.0% |