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 | $53,410 | $93,571-42.9% | $135,903-60.7% | $75,163-28.9% |
| Participation rate | 70.2% | 75.2%-5.0pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 19.73% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,749 | $6,404-41.5% | $7,758-51.7% | $4,125-9.1% |
| Admin fee / account holder | $270 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |