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 | $163,353 | $209,832-22.2% | $189,513-13.8% | $167,490-2.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.06% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,161 | $8,935+2.5% | $8,221+11.4% | $6,341+44.5% |
| Admin fee / account holder | $29 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |