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 | $37,947 | $181,894-79.1% | $156,549-75.8% | $273,961-86.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.10% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,065 | $6,248-83.0% | $5,501-80.6% | $4,869-78.1% |
| Participant deferral / active EE | $2,674 | $5,550-51.8% | $4,871-45.1% | $5,287-49.4% |
| Admin fee / account holder | $145 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |