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 | $209,941 | $159,901+31.3% | $146,958+42.9% | $145,922+43.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 16.16% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $367 | $5,286-93.1% | $4,933-92.6% | $4,660-92.1% |
| Participant deferral / active EE | $11,754 | $8,428+39.5% | $8,070+45.7% | $6,688+75.8% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |