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 | $28,572 | $149,679-80.9% | $117,039-75.6% | $147,584-80.6% |
| Participation rate | 93.8% | 83.5%+10.3pp | 77.2%+16.6pp | 82.8%+10.9pp |
| Annual return | 11.44% | 19.31%-7.9pp | 18.95%-7.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $625 | $4,937-87.3% | $3,785-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |