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 | $28,209 | $148,534-81.0% | $135,903-79.2% | $139,434-79.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 12.46% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $643 | $5,243-87.7% | $4,856-86.8% | $4,751-86.5% |
| Participant deferral / active EE | $3,214 | $8,100-60.3% | $7,758-58.6% | $6,710-52.1% |
| Admin fee / account holder | $97 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |