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 | $40,456 | $127,065-68.2% | $113,168-64.3% | $142,382-71.6% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 20.85% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $621 | $3,442-82.0% | $2,975-79.1% | $4,299-85.6% |
| Participant deferral / active EE | $4,169 | $5,716-27.1% | $5,107-18.4% | $6,507-35.9% |
| Admin fee / account holder | $254 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |