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 | $126,913 | $202,318-37.3% | $172,739-26.5% | $152,861-17.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.13% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $460 | $5,856-92.1% | $5,143-91.1% | $4,762-90.3% |
| Participant deferral / active EE | $15,067 | $5,948+153.3% | $5,198+189.9% | $5,850+157.5% |
| Admin fee / account holder | $219 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |