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 | $153,818 | $118,680+29.6% | $98,907+55.5% | $158,922-3.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 16.92% | 372.35%-355.4pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,663 | $5,088-47.7% | $4,244-37.3% | $5,982-55.5% |
| Admin fee / account holder | $7 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |