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 | $244,362 | $107,934+126.4% | $91,989+165.6% | $152,861+59.9% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.4%-4.7pp |
| Annual return | 20.49% | 89.24%-68.8pp | 69.02%-48.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,515 | $6,364+49.5% | $5,923+60.6% | $5,850+62.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |