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 | $54,184 | $107,934-49.8% | $91,989-41.1% | $152,861-64.6% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 29.35% | 89.24%-59.9pp | 69.02%-39.7pp | 345.32%-316.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,176 | $6,364+44.2% | $5,923+54.9% | $5,850+56.8% |
| Admin fee / account holder | $12 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |