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 | $41,636 | $142,405-70.8% | $115,157-63.8% | $152,861-72.8% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.4%-12.4pp |
| Annual return | 22.33% | 41.48%-19.1pp | 35.60%-13.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $308 | $4,010-92.3% | $3,179-90.3% | $4,762-93.5% |
| Participant deferral / active EE | $2,089 | $5,164-59.6% | $4,168-49.9% | $5,850-64.3% |
| Admin fee / account holder | $136 | $8,462-98.4% | $7,088-98.1% | $11,596-98.8% |