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 | $40,678 | $176,056-76.9% | $159,436-74.5% | $167,490-75.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.83% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $581 | $5,297-89.0% | $4,829-88.0% | $4,837-88.0% |
| Participant deferral / active EE | $2,735 | $7,750-64.7% | $7,352-62.8% | $6,341-56.9% |
| Admin fee / account holder | $48 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |