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 | $92,879 | $77,813+19.4% | $123,544-24.8% | $64,186+44.7% |
| Participation rate | 81.1% | 74.7%+6.4pp | 82.3%-1.2pp | 69.6%+11.5pp |
| Annual return | 0.92% | 12.48%-11.6pp | 119.20%-118.3pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,436 | $5,240-53.5% | $6,426-62.1% | $3,470-29.8% |
| Admin fee / account holder | $229 | $5,519-95.8% | $9,284-97.5% | $4,888-95.3% |