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 | $38,289 | $78,672-51.3% | $109,143-64.9% | $85,850-55.4% |
| Participation rate | 74.1% | 68.3%+5.8pp | 75.9%-1.8pp | 69.3%+4.8pp |
| Annual return | 14.47% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $622 | $2,735-77.3% | $3,722-83.3% | $2,565-75.7% |
| Participant deferral / active EE | $4,124 | $3,467+18.9% | $4,653-11.4% | $3,952+4.3% |
| Admin fee / account holder | $106 | $5,469-98.1% | $6,752-98.4% | $6,260-98.3% |