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 | $51,064 | $99,341-48.6% | $84,750-39.7% | $273,961-81.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.76% | 22.93%-18.2pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,778 | $4,269-34.9% | $3,712-25.2% | $5,287-47.5% |
| Admin fee / account holder | $130 | $6,644-98.0% | $5,332-97.6% | $10,132-98.7% |