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 | $85,389 | $176,056-51.5% | $159,436-46.4% | $167,490-49.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 12.18% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $466 | $5,297-91.2% | $4,829-90.4% | $4,837-90.4% |
| Participant deferral / active EE | $11,079 | $7,750+43.0% | $7,352+50.7% | $6,341+74.7% |
| Admin fee / account holder | $160 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |