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 | $79,944 | $159,901-50.0% | $146,958-45.6% | $145,922-45.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 22.76% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $836 | $5,286-84.2% | $4,933-83.0% | $4,660-82.1% |
| Participant deferral / active EE | $2,874 | $8,428-65.9% | $8,070-64.4% | $6,688-57.0% |
| Admin fee / account holder | $274 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |