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 | $218,212 | $175,202+24.5% | $149,673+45.8% | $139,434+56.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.62% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $436 | $5,474-92.0% | $4,818-91.0% | $4,751-90.8% |
| Participant deferral / active EE | $5,453 | $6,519-16.3% | $5,680-4.0% | $6,710-18.7% |
| Admin fee / account holder | $126 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |