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 | $25,574 | $78,926-67.6% | $136,749-81.3% | $84,808-69.8% |
| Participation rate | 82.9% | 62.2%+20.7pp | 72.1%+10.7pp | 68.3%+14.5pp |
| Annual return | 13.05% | 18.17%-5.1pp | 24.33%-11.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $543 | $2,134-74.6% | $3,400-84.0% | $2,631-79.4% |
| Participant deferral / active EE | $1,583 | $3,168-50.0% | $4,692-66.3% | $4,212-62.4% |
| Admin fee / account holder | $215 | $6,369-96.6% | $11,386-98.1% | $7,344-97.1% |