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 3-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 | $238,503 | $214,378+11.3% | $200,582+18.9% | $142,382+67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.26% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,000 | $6,841-85.4% | $6,419-84.4% | $4,299-76.7% |
| Participant deferral / active EE | $18,167 | $9,865+84.2% | $9,331+94.7% | $6,507+179.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |