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 | $148,923 | $96,557+54.2% | $80,975+83.9% | $273,961-45.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.56% | 15.14%-5.6pp | 17.10%-7.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,690 | $6,598+46.9% | $5,696+70.1% | $5,287+83.3% |
| Admin fee / account holder | $154 | $7,492-97.9% | $5,516-97.2% | $10,132-98.5% |