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 | $160,067 | $165,335-3.2% | $149,696+6.9% | $158,922+0.7% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 15.82% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,109 | $7,181-28.9% | $6,842-25.3% | $5,982-14.6% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |