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 | $67,330 | $107,334-37.3% | $92,893-27.5% | $152,861-56.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 29.73% | 145.58%-115.9pp | 109.41%-79.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $719 | $4,221-83.0% | $3,653-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $1,308 | $4,845-73.0% | $4,236-69.1% | $5,850-77.6% |
| Admin fee / account holder | $294 | $7,079-95.8% | $5,794-94.9% | $11,596-97.5% |