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 | $36,608 | $177,572-79.4% | $154,803-76.4% | $142,382-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.82% | 65.07%-52.2pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $814 | $4,810-83.1% | $4,305-81.1% | $4,299-81.1% |
| Participant deferral / active EE | $1,902 | $6,272-69.7% | $5,540-65.7% | $6,507-70.8% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |