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 | $134,422 | $96,305+39.6% | $80,569+66.8% | $139,434-3.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 12.13% | 1350.08%-1338.0pp | 935.43%-923.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $16,147 | $5,232+208.6% | $4,447+263.1% | $6,710+140.6% |
| Admin fee / account holder | $299 | $6,599-95.5% | $5,377-94.4% | $11,403-97.4% |