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 | $73,112 | $152,587-52.1% | $125,175-41.6% | $152,861-52.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 27.03% | 54.84%-27.8pp | 43.79%-16.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $210 | $4,946-95.8% | $3,865-94.6% | $4,762-95.6% |
| Participant deferral / active EE | $2,162 | $5,868-63.2% | $4,937-56.2% | $5,850-63.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |