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 | $44,256 | $148,534-70.2% | $135,903-67.4% | $139,434-68.3% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 28.38% | 79.19%-50.8pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,466 | $8,100-57.2% | $7,758-55.3% | $6,710-48.3% |
| Admin fee / account holder | $131 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |