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 | $27,305 | $185,822-85.3% | $169,993-83.9% | $139,434-80.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.20% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $809 | $7,590-89.3% | $6,785-88.1% | $4,751-83.0% |
| Participant deferral / active EE | $4,827 | $11,622-58.5% | $10,408-53.6% | $6,710-28.1% |
| Admin fee / account holder | $217 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |