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 | $36,498 | $133,922-72.7% | $116,228-68.6% | $142,382-74.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 18.09% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $282 | $3,446-91.8% | $2,994-90.6% | $4,299-93.4% |
| Participant deferral / active EE | $2,769 | $5,672-51.2% | $4,953-44.1% | $6,507-57.5% |
| Admin fee / account holder | $66 | $14,945-99.6% | $11,989-99.4% | $12,624-99.5% |