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 | $72,243 | $111,754-35.4% | $103,333-30.1% | $145,922-50.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 30.13% | 24.77%+5.4pp | 24.88%+5.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $499 | $4,212-88.2% | $3,868-87.1% | $4,660-89.3% |
| Participant deferral / active EE | $5,000 | $5,619-11.0% | $5,057-1.1% | $6,688-25.2% |
| Admin fee / account holder | $63 | $9,750-99.4% | $8,355-99.2% | $13,397-99.5% |