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 7-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 | $18,559 | $177,572-89.5% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 17.62% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $877 | $4,810-81.8% | $4,305-79.6% | $4,299-79.6% |
| Participant deferral / active EE | $2,775 | $6,272-55.8% | $5,540-49.9% | $6,507-57.4% |
| Admin fee / account holder | $73 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |