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 | $23,154 | $127,777-81.9% | $106,548-78.3% | $167,490-86.2% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 9.62% | 33.87%-24.3pp | 26.80%-17.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $409 | $3,427-88.1% | $2,819-85.5% | $4,837-91.5% |
| Participant deferral / active EE | $1,637 | $5,087-67.8% | $4,398-62.8% | $6,341-74.2% |
| Admin fee / account holder | $81 | $11,228-99.3% | $7,407-98.9% | $12,309-99.3% |