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 | $49,097 | $179,726-72.7% | $156,263-68.6% | $142,382-65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.41% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $649 | $5,069-87.2% | $4,333-85.0% | $4,299-84.9% |
| Participant deferral / active EE | $2,595 | $6,956-62.7% | $6,158-57.9% | $6,507-60.1% |
| Admin fee / account holder | $203 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |