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 | $34,121 | $124,281-72.5% | $109,143-68.7% | $167,490-79.6% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 29.51% | 26.04%+3.5pp | 25.75%+3.8pp | 478.56%-449.0pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,983 | $5,255-62.3% | $4,653-57.4% | $6,341-68.7% |
| Admin fee / account holder | $238 | $7,970-97.0% | $6,752-96.5% | $12,309-98.1% |