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 | $66,189 | $154,117-57.1% | $129,995-49.1% | $139,434-52.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 14.68% | 32.48%-17.8pp | -137.18%+151.9pp | 372.94%-358.3pp |
| Employer contribution / active EE | $696 | $5,289-86.8% | $4,320-83.9% | $4,751-85.3% |
| Participant deferral / active EE | $6,965 | $6,710+3.8% | $5,820+19.7% | $6,710+3.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |