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 | $36,811 | $214,378-82.8% | $200,582-81.6% | $142,382-74.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 23.57% | 46.41%-22.8pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $466 | $6,841-93.2% | $6,419-92.7% | $4,299-89.2% |
| Participant deferral / active EE | $5,944 | $9,865-39.7% | $9,331-36.3% | $6,507-8.7% |
| Admin fee / account holder | $196 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |