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 | $78,450 | $185,822-57.8% | $169,993-53.9% | $139,434-43.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.39% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,105 | $7,590-85.4% | $6,785-83.7% | $4,751-76.7% |
| Participant deferral / active EE | $5,929 | $11,622-49.0% | $10,408-43.0% | $6,710-11.6% |
| Admin fee / account holder | $127 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |