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 | $108,956 | $171,865-36.6% | $149,718-27.2% | $147,584-26.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 12.87% | 2113.22%-2100.3pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $293 | $6,275-95.3% | $5,445-94.6% | $4,876-94.0% |
| Participant deferral / active EE | $5,850 | $7,271-19.5% | $6,569-10.9% | $5,439+7.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |