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 | $38,986 | $226,064-82.8% | $182,532-78.6% | $152,861-74.5% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 20.36% | 192.51%-172.1pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $13 | $4,978-99.7% | $4,076-99.7% | $4,762-99.7% |
| Participant deferral / active EE | $1,222 | $6,368-80.8% | $5,524-77.9% | $5,850-79.1% |
| Admin fee / account holder | $107 | $10,703-99.0% | $8,592-98.8% | $11,596-99.1% |