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 | $247,280 | $142,344+73.7% | $119,609+106.7% | $134,475+83.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | -12.44%-0.6pp | -14.97%+1.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $475 | $5,222-90.9% | $4,232-88.8% | $4,740-90.0% |
| Participant deferral / active EE | $20,000 | $6,469+209.2% | $5,602+257.0% | $6,400+212.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |