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 | $46,054 | $55,706-17.3% | $75,886-39.3% | $72,985-36.9% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.3%+5.0pp | 69.5%+4.8pp |
| Annual return | 21.80% | 27.59%-5.8pp | 30.76%-9.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,411 | $2,634+29.5% | $3,603-5.3% | $3,607-5.5% |
| Admin fee / account holder | $280 | $3,978-93.0% | $5,418-94.8% | $5,124-94.5% |