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 | $44,247 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.55% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $814 | $4,810-83.1% | $4,305-81.1% | $4,299-81.1% |
| Participant deferral / active EE | $5,065 | $6,272-19.2% | $5,540-8.6% | $6,507-22.2% |
| Admin fee / account holder | $182 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |