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 | $210,786 | $167,484+25.9% | $151,611+39.0% | $134,475+56.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.91% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,066 | $6,829-84.4% | $6,166-82.7% | $4,740-77.5% |
| Participant deferral / active EE | $8,421 | $8,986-6.3% | $8,363+0.7% | $6,400+31.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |