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 | $41,130 | $109,881-62.6% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.95% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $675 | $3,561-81.1% | $4,693-85.6% | $2,631-74.4% |
| Participant deferral / active EE | $5,681 | $6,636-14.4% | $7,997-29.0% | $4,212+34.9% |
| Admin fee / account holder | $4 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |