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 | $22,720 | $227,553-90.0% | $189,557-88.0% | $167,490-86.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 17.32% | 78.40%-61.1pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,590 | $7,002-63.0% | $6,174-58.1% | $6,341-59.2% |
| Admin fee / account holder | $204 | $11,878-98.3% | $9,807-97.9% | $12,309-98.3% |