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 | $66,552 | $165,335-59.7% | $149,696-55.5% | $158,922-58.1% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 14.77% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $14 | $5,103-99.7% | $4,644-99.7% | $4,761-99.7% |
| Participant deferral / active EE | $3,595 | $7,181-49.9% | $6,842-47.5% | $5,982-39.9% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |