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 | $74,784 | $131,829-43.3% | $108,579-31.1% | $273,961-72.7% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 4.77% | -91.57%+96.3pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $605 | $4,912-87.7% | $3,758-83.9% | $4,869-87.6% |
| Participant deferral / active EE | $5,640 | $5,127+10.0% | $4,311+30.8% | $5,287+6.7% |
| Admin fee / account holder | $247 | $10,252-97.6% | $7,645-96.8% | $10,132-97.6% |