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 | $69,474 | $202,432-65.7% | $169,368-59.0% | $139,434-50.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.31% | 531.74%-510.4pp | 405.60%-384.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,016 | $6,938-42.1% | $6,221-35.5% | $6,710-40.2% |
| Admin fee / account holder | $40 | $10,708-99.6% | $9,003-99.6% | $11,403-99.6% |