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 5-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 | $187,226 | $214,378-12.7% | $200,582-6.7% | $142,382+31.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.46% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,356 | $6,841-80.2% | $6,419-78.9% | $4,299-68.5% |
| Participant deferral / active EE | $11,042 | $9,865+11.9% | $9,331+18.3% | $6,507+69.7% |
| Admin fee / account holder | $199 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |