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 | $173,699 | $171,865+1.1% | $149,718+16.0% | $147,584+17.7% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 21.73% | 2113.22%-2091.5pp | 1501.63%-1479.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,482 | $7,271+44.2% | $6,569+59.6% | $5,439+92.7% |
| Admin fee / account holder | $158 | $13,799-98.9% | $11,283-98.6% | $10,885-98.5% |