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 | $36,035 | $157,256-77.1% | $141,162-74.5% | $152,861-76.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 24.37% | 64.32%-40.0pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $358 | $5,261-93.2% | $4,735-92.4% | $4,762-92.5% |
| Participant deferral / active EE | $3,933 | $7,109-44.7% | $6,709-41.4% | $5,850-32.8% |
| Admin fee / account holder | $231 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |