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 | $35,760 | $198,466-82.0% | $170,442-79.0% | $147,584-75.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.51% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $467 | $6,184-92.4% | $5,433-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $4,032 | $5,629-28.4% | $4,939-18.4% | $5,439-25.9% |
| Admin fee / account holder | $92 | $16,852-99.5% | $13,880-99.3% | $10,885-99.2% |