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 | $227,551 | $98,240+131.6% | $82,313+176.4% | $147,584+54.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.35% | 30.85%-10.5pp | 25.88%-5.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $469 | $3,192-85.3% | $2,428-80.7% | $4,876-90.4% |
| Participant deferral / active EE | $3,714 | $4,383-15.3% | $3,706+0.2% | $5,439-31.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |