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 | $56,275 | $177,572-68.3% | $154,803-63.6% | $142,382-60.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 11.97% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $386 | $4,810-92.0% | $4,305-91.0% | $4,299-91.0% |
| Participant deferral / active EE | $5,146 | $6,272-18.0% | $5,540-7.1% | $6,507-20.9% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |