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 | $31,141 | $115,770-73.1% | $101,248-69.2% | $158,922-80.4% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 16.51% | 56.14%-39.6pp | 46.47%-30.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $379 | $4,175-90.9% | $3,660-89.7% | $4,761-92.0% |
| Participant deferral / active EE | $2,171 | $4,957-56.2% | $4,370-50.3% | $5,982-63.7% |
| Admin fee / account holder | $263 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |