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 | $36,754 | $175,202-79.0% | $149,673-75.4% | $139,434-73.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 15.71% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $382 | $5,474-93.0% | $4,818-92.1% | $4,751-92.0% |
| Participant deferral / active EE | $5,358 | $6,519-17.8% | $5,680-5.7% | $6,710-20.1% |
| Admin fee / account holder | $2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |