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 | $138,616 | $157,256-11.9% | $141,162-1.8% | $152,861-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.12% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $300 | $5,261-94.3% | $4,735-93.7% | $4,762-93.7% |
| Participant deferral / active EE | $8,300 | $7,109+16.7% | $6,709+23.7% | $5,850+41.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |