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 | $26,571 | $63,346-58.1% | $92,233-71.2% | $70,131-62.1% |
| Participation rate | 75.4% | 68.7%+6.7pp | 76.5%-1.1pp | 69.5%+5.9pp |
| Annual return | 17.95% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $3,897-19.2% | $3,332-5.4% |
| Admin fee / account holder | $279 | $3,840-92.7% | $5,194-94.6% | $4,645-94.0% |