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 | $42,778 | $198,466-78.4% | $170,442-74.9% | $147,584-71.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 14.80% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,186 | $6,184-80.8% | $5,433-78.2% | $4,876-75.7% |
| Participant deferral / active EE | $2,833 | $5,629-49.7% | $4,939-42.6% | $5,439-47.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |