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 | $33,444 | $121,625-72.5% | $104,607-68.0% | $158,922-79.0% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 16.16% | 465.26%-449.1pp | 340.46%-324.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $85 | $3,163-97.3% | $2,681-96.8% | $4,761-98.2% |
| Participant deferral / active EE | $897 | $4,177-78.5% | $3,740-76.0% | $5,982-85.0% |
| Admin fee / account holder | $32 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |