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 | $242,839 | $98,240+147.2% | $82,313+195.0% | $147,584+64.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.61% | 30.85%-12.2pp | 25.88%-7.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,608 | $4,383+256.1% | $3,706+321.1% | $5,439+187.0% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |