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 | $38,618 | $180,449-78.6% | $154,107-74.9% | $135,375-71.5% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | 9.63% | 888.09%-878.5pp | 735.12%-725.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $991 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $2,874 | $5,806-50.5% | $5,081-43.4% | $5,609-48.8% |
| Admin fee / account holder | $262 | $16,143-98.4% | $13,411-98.0% | $10,827-97.6% |