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 | $193,471 | $149,734+29.2% | $118,925+62.7% | $158,922+21.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.44% | 19.95%-11.5pp | 35.88%-27.4pp | 302.83%-294.4pp |
| Employer contribution / active EE | $784 | $4,115-80.9% | $3,263-76.0% | $4,761-83.5% |
| Participant deferral / active EE | $8,837 | $5,223+69.2% | $4,265+107.2% | $5,982+47.7% |
| Admin fee / account holder | $27 | $8,603-99.7% | $6,581-99.6% | $11,246-99.8% |