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 | $132,073 | $165,335-20.1% | $149,696-11.8% | $158,922-16.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.26% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $157 | $5,103-96.9% | $4,644-96.6% | $4,761-96.7% |
| Participant deferral / active EE | $4,497 | $7,181-37.4% | $6,842-34.3% | $5,982-24.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |