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 | $106,375 | $93,346+14.0% | $71,796+48.2% | $273,961-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.33% | 130.39%-123.1pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $43 | $2,733-98.4% | $1,924-97.8% | $4,869-99.1% |
| Participant deferral / active EE | $6,598 | $3,475+89.9% | $2,794+136.1% | $5,287+24.8% |
| Admin fee / account holder | $195 | $6,571-97.0% | $4,815-95.9% | $10,132-98.1% |