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 | $19,225 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.07% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $888 | $4,961-82.1% | $4,693-81.1% | $4,299-79.3% |
| Participant deferral / active EE | $2,940 | $8,310-64.6% | $7,997-63.2% | $6,507-54.8% |
| Admin fee / account holder | $25 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |