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 8-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 | $29,520 | $114,381-74.2% | $107,525-72.5% | $142,382-79.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 26.41% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.7pp |
| Employer contribution / active EE | $366 | $4,015-90.9% | $3,754-90.3% | $4,299-91.5% |
| Participant deferral / active EE | $3,780 | $5,564-32.1% | $5,116-26.1% | $6,507-41.9% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |