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 | $22,135 | $157,256-85.9% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 33.40% | 64.32%-30.9pp | 71.39%-38.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $930 | $5,261-82.3% | $4,735-80.4% | $4,762-80.5% |
| Participant deferral / active EE | $5,324 | $7,109-25.1% | $6,709-20.6% | $5,850-9.0% |
| Admin fee / account holder | $126 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |