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 | $75,058 | $165,335-54.6% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 17.49% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $785 | $5,103-84.6% | $4,644-83.1% | $4,761-83.5% |
| Participant deferral / active EE | $8,222 | $7,181+14.5% | $6,842+20.2% | $5,982+37.4% |
| Admin fee / account holder | $185 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |