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 | $64,274 | $209,411-69.3% | $178,490-64.0% | $158,922-59.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.05% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $753 | $5,706-86.8% | $5,011-85.0% | $4,761-84.2% |
| Participant deferral / active EE | $3,096 | $5,954-48.0% | $5,202-40.5% | $5,982-48.2% |
| Admin fee / account holder | $291 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |