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 | $16,713 | $177,572-90.6% | $154,803-89.2% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.51% | 65.07%-31.6pp | 58.88%-25.4pp | 217.08%-183.6pp |
| Employer contribution / active EE | $670 | $4,810-86.1% | $4,305-84.4% | $4,299-84.4% |
| Participant deferral / active EE | $2,036 | $6,272-67.5% | $5,540-63.3% | $6,507-68.7% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |