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 9-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 | $18,616 | $177,572-89.5% | $154,803-88.0% | $142,382-86.9% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 14.06% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $806 | $4,810-83.2% | $4,305-81.3% | $4,299-81.3% |
| Participant deferral / active EE | $1,848 | $6,272-70.5% | $5,540-66.7% | $6,507-71.6% |
| Admin fee / account holder | $244 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |