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 | $37,154 | $76,367-51.3% | $93,606-60.3% | $72,985-49.1% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 19.45% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,042 | $3,538-14.0% | $4,069-25.2% | $3,607-15.7% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |