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 | $36,462 | $183,519-80.1% | $155,509-76.6% | $145,922-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $512 | $5,313-90.4% | $4,672-89.0% | $4,660-89.0% |
| Participant deferral / active EE | $6,170 | $6,462-4.5% | $5,626+9.7% | $6,688-7.7% |
| Admin fee / account holder | $277 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |