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 | $60,160 | $78,672-23.5% | $109,143-44.9% | $85,850-29.9% |
| Participation rate | 84.0% | 68.3%+15.7pp | 75.9%+8.1pp | 69.3%+14.7pp |
| Annual return | 36.75% | 25.09%+11.7pp | 25.75%+11.0pp | 318.53%-281.8pp |
| Employer contribution / active EE | $388 | $2,735-85.8% | $3,722-89.6% | $2,565-84.9% |
| Participant deferral / active EE | $4,051 | $3,467+16.8% | $4,653-12.9% | $3,952+2.5% |
| Admin fee / account holder | $135 | $5,469-97.5% | $6,752-98.0% | $6,260-97.8% |