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 | $36,584 | $111,301-67.1% | $112,977-67.6% | $158,922-77.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.6%+6.3pp | 82.0%+6.9pp |
| Annual return | 21.35% | 26.40%-5.0pp | 24.24%-2.9pp | 302.83%-281.5pp |
| Employer contribution / active EE | $407 | $4,471-90.9% | $4,255-90.4% | $4,761-91.5% |
| Participant deferral / active EE | $2,753 | $5,880-53.2% | $5,836-52.8% | $5,982-54.0% |
| Admin fee / account holder | $92 | $8,392-98.9% | $6,294-98.5% | $11,246-99.2% |