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 | $167,130 | $112,096+49.1% | $95,952+74.2% | $158,922+5.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.05% | 171.09%-163.0pp | 91.61%-83.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $356 | $3,198-88.9% | $2,541-86.0% | $4,761-92.5% |
| Participant deferral / active EE | $6,902 | $4,784+44.3% | $4,167+65.6% | $5,982+15.4% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |