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 | $21,653 | $177,572-87.8% | $154,803-86.0% | $142,382-84.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 13.26% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $848 | $4,810-82.4% | $4,305-80.3% | $4,299-80.3% |
| Participant deferral / active EE | $2,483 | $6,272-60.4% | $5,540-55.2% | $6,507-61.8% |
| Admin fee / account holder | $204 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |