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 | $17,819 | $105,859-83.2% | $90,160-80.2% | $147,584-87.9% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 16.55% | 37.63%-21.1pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,850 | $5,733-50.3% | $5,288-46.1% | $5,439-47.6% |
| Admin fee / account holder | $170 | $8,046-97.9% | $5,943-97.1% | $10,885-98.4% |