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 | $224,795 | $153,772+46.2% | $133,980+67.8% | $273,961-17.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.27% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $503 | $6,029-91.7% | $5,211-90.4% | $4,869-89.7% |
| Participant deferral / active EE | $2,503 | $6,958-64.0% | $6,282-60.2% | $5,287-52.7% |
| Admin fee / account holder | $92 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |