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 | $55,633 | $99,918-44.3% | $81,382-31.6% | $145,922-61.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 15.26% | 34.32%-19.1pp | 24.73%-9.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,173 | $4,605-52.8% | $3,883-44.0% | $6,688-67.5% |
| Admin fee / account holder | $137 | $8,212-98.3% | $5,768-97.6% | $13,397-99.0% |