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 | $108,936 | $124,319-12.4% | $111,297-2.1% | $167,490-35.0% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 16.46% | 37.44%-21.0pp | 54.65%-38.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,728 | $5,180-28.0% | $4,487-16.9% | $6,341-41.2% |
| Admin fee / account holder | $199 | $10,618-98.1% | $7,964-97.5% | $12,309-98.4% |