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 | $87,473 | $150,440-41.9% | $136,294-35.8% | $147,584-40.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.33% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $495 | $5,256-90.6% | $4,695-89.5% | $4,876-89.8% |
| Participant deferral / active EE | $10,800 | $6,630+62.9% | $6,247+72.9% | $5,439+98.6% |
| Admin fee / account holder | $197 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |