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 | $79,052 | $183,519-56.9% | $155,509-49.2% | $145,922-45.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 25.18% | 61.17%-36.0pp | 64.67%-39.5pp | 561.29%-536.1pp |
| Employer contribution / active EE | $906 | $5,313-83.0% | $4,672-80.6% | $4,660-80.6% |
| Participant deferral / active EE | $1,990 | $6,462-69.2% | $5,626-64.6% | $6,688-70.2% |
| Admin fee / account holder | $291 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |