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 | $86,880 | $78,422+10.8% | $95,952-9.5% | $79,858+8.8% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 29.29% | 19.37%+9.9pp | 91.61%-62.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $309 | $1,945-84.1% | $2,541-87.8% | $2,471-87.5% |
| Participant deferral / active EE | $2,576 | $3,440-25.1% | $4,167-38.2% | $3,740-31.1% |
| Admin fee / account holder | $159 | $5,622-97.2% | $6,795-97.7% | $5,306-97.0% |