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 | $44,131 | $198,466-77.8% | $170,442-74.1% | $147,584-70.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.50% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $990 | $6,184-84.0% | $5,433-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $3,415 | $5,629-39.3% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |