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 | $111,932 | $154,365-27.5% | $130,231-14.1% | $139,434-19.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 34.14% | 30.34%+3.8pp | 38.77%-4.6pp | 372.94%-338.8pp |
| Employer contribution / active EE | $125 | $5,170-97.6% | $4,126-97.0% | $4,751-97.4% |
| Participant deferral / active EE | $13,833 | $8,498+62.8% | $6,799+103.5% | $6,710+106.2% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |