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 5-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 | $27,091 | $159,602-83.0% | $150,045-81.9% | $142,382-81.0% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $599 | $4,961-87.9% | $4,693-87.2% | $4,299-86.1% |
| Participant deferral / active EE | $3,933 | $8,310-52.7% | $7,997-50.8% | $6,507-39.6% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |