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 | $86,326 | $107,334-19.6% | $92,893-7.1% | $152,861-43.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 20.37% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $268 | $4,221-93.7% | $3,653-92.7% | $4,762-94.4% |
| Participant deferral / active EE | $2,680 | $4,845-44.7% | $4,236-36.7% | $5,850-54.2% |
| Admin fee / account holder | $211 | $7,079-97.0% | $5,794-96.4% | $11,596-98.2% |