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 | $64,579 | $209,411-69.2% | $178,490-63.8% | $158,922-59.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.11% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,126 | $5,706-80.3% | $5,011-77.5% | $4,761-76.3% |
| Participant deferral / active EE | $2,608 | $5,954-56.2% | $5,202-49.9% | $5,982-56.4% |
| Admin fee / account holder | $199 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |