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 | $165,290 | $183,963-10.2% | $162,163+1.9% | $152,861+8.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 22.94% | 150.76%-127.8pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $978 | $6,371-84.6% | $5,614-82.6% | $4,762-79.5% |
| Participant deferral / active EE | $10,701 | $8,034+33.2% | $7,298+46.6% | $5,850+82.9% |
| Admin fee / account holder | $58 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |