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 6-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 | $19,303 | $159,602-87.9% | $150,045-87.1% | $142,382-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.99% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $529 | $4,961-89.3% | $4,693-88.7% | $4,299-87.7% |
| Participant deferral / active EE | $3,822 | $8,310-54.0% | $7,997-52.2% | $6,507-41.3% |
| Admin fee / account holder | $164 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |