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 3-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 | $19,366 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.22% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $780 | $4,810-83.8% | $4,305-81.9% | $4,299-81.8% |
| Participant deferral / active EE | $2,581 | $6,272-58.8% | $5,540-53.4% | $6,507-60.3% |
| Admin fee / account holder | $137 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |